Ethics in Fee Sharing
Monday, March 18, 2019
A CPA can receive referral fees from other CPAs and investment advisors but. what should you consider before entering into a fee sharing agreement? Conflicts of interest, confidentiality and disclosures to clients should be on your radar before beginning. Review some real-life arrangements and discuss or troubleshoot the issues and ethics of each.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.
- Conflicts of Interest