Quality Management Standards for Every CPA Firm & Capital Accumulation/Protection - Tech Session
April 23, 2026
In-Person
NASBA 3
Instructor
Sal
Morrone
Instructor
Heidi
Tiong
Learning Objectives
Upon completion of this course, you'll be able to:
Explain the guidelines and benefits for establishing and maintaining quality management standards in CPA firms.
Analyze how quality management standards impact key aspects of the CPA profession.
Apply strategies addressing the six key areas of capital accumulation and protection to optimize, protect, and direct assets for business owners and CPAs.
Major Topics
The necessary guidelines and benefits for establishment and maintenance of these new standards for every CPA to follow.
The nature and aspects of the CPA profession that has been affected by these standards.
Addressing the Six Key Areas of Capital Accumulation and Protection-Optimizing, Protecting and Directing Assets for Business Owners (and CPAs). SPONSOR: Heidi Tiong, Financial advisor, New York Life Insurance Company
CPE Credits Available
NASBA 3
2
Auditing (NYSED) (Auditing) - NASBA
1
Taxation (NYSED) (Taxation) - NASBA
Hylan Diner - Staten Island - 1129
2561 Hylan Boulevard, Staten Island, New York 10306
