OVERVIEW
Course 3 in the Ethics Series
Practicing tax ethically is a constant challenge, especially in a time of limited resources and constant client, CRA and business pressures. Our ethics courses are specifically designed for the public practitioner dealing with owner-managed businesses.
Through the use of real experiences and scenarios, this course examines what it means to be an ethical leader in tax. It considers the impact of ethics on business and internal processes, as well as provides a number of strategies that leaders can use in the workplace.
Examples of some scenarios the course considers:
- A client sells a major asset, but the invoice shows a price much lower than you'd expect. He says, "What you don't know won't hurt you."
- You just realize you made a mistake that will cost your business/firm hundreds of thousands of dollars.
- A first-year preparer has a concern on a file but is told, “Just figure it out and I don't want to see extra time on the WIP,”
Topics include: Burchard Ethical Dissonance Model | Processes and codes | Rewards and incentives | Integrations of ethics across various business functions | Online and offline meetings | Compromised principles
Instructors
Presenters Karen Wensley MBA ICD.D and Joseph R. Devaney CPA, CA lead this course.
Meet the instructors!
Joseph R. Devaney CPA, CA
Joe has provided technical support on both corporate and personal tax matters to local and international firms since 2007. Joe’s practical experience has primarily included compliance and planning strategies for Canadian owner-manager businesses and individuals.
As a member of the Video Tax News Editorial Board, Joe authors and contributes to three tax publications as well as prepares and presents courses across Canada relating to both personal and corporate tax. He has also presented tax research and published articles for a variety of other organizations such as Law Now, Canadian Tax Foundation and various CPA groups.
Joe currently sits on CPA Alberta's Members in Tax Working Group and received CPA Alberta’s distinguished service award in 2023. Joe is a past member the Steering Committee of the Edmonton Young Tax Practitioners Group and of the Board of Directors for Fringe Theatre Adventures.
Connect with Joseph on LinkedIn
Read Joseph’s articles:
- Working from Home: Income tax issues | LawNow | July 2, 2020
- Tax Issues for Older Adults| LawNow | November 3, 2015
- Tax Assistance for Persons with Disabilities | LawNow | March 6, 2014
- Americans in Canada: Amnesty Improvements | Canadian Tax Focus | August 2014
- Americans in Canada: An Amnesty with Broad Appeal | Canadian Tax Focus | August 2012
- Americans in Canada: The End of the Amnesty | Canadian Tax Focus | November 2011
Karen Wensley MBA ICD.D
Karen Wensley is a special lecturer in business ethics at the University of Waterloo. She was the author of the monthly ethics column for CPA Magazine from 2014 - 2018. She authored the eLearning module on ethics in tax for the InDepth tax course.
Karen retired as a partner of Ernst & Young in 2010, where she spent most of her career as a tax partner, head of tax services to the technology sector, and then became the firm’s managing partner for HR.
Karen is a member of the board of directors and chair of the audit committee of Trillium Heath Partners and Gore Mutual Insurance and a member of the board of directors and chair of the HR committee of Amref Health Canada. She provides workshops and consulting services to businesses in the areas of ethics, culture, executive coaching and team effectiveness.
Collaborations:
- Webinars:
- Practicing Tax Ethically | 1-hour | Online
- Ethics and Dealing with the CRA | 1-hour | Online
- Ethical Leadership in Tax | 1-hour | Online
- Ethics Under Pressure | 1-hour | Online
Pricing and Viewing Options
Pre-Recorded Sessions
These valuable sessions are pre-recorded and the videos can be viewed at any time during your selected session dates. Enjoy the flexibility to break up the sessions as desired as well as to pause, rewind or skip ahead. You can view these videos as many times as required during the session periods.
Investment
- $105 / registrant / course
- $330 / location / course (unlimited registrants, working at the same firm and location)
- 24/7 access to the course portal during your session dates (select your 1-week session below)
- 1-hour online pre-recorded webinar – presentation may be watched as many times as desired and at any time, during the session dates
- Electronic textbook and material
- Online course quiz
- Professional development certificate (1-hour) pending successful completion of the quiz
Discounts
Location Discount — $330 / location / course (unlimited registrants, working at the same firm and location)
Terms and Conditions
Click here to review the standard Terms of Service.
Pricing
- $105 / registrant / course
- $330 / location / course (unlimited registrants, working at the same firm and location)