Webinar

Ethics in Fee Sharing

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.

Objectives

Participants will learn how they may receive a referral fee from other CPAs, clients, investment advisors or others and how to handle the ethics considerations and client notification.

Highlights

Ethical considerations in receiving a referral fee including:
  • Notification
  • Independence
  • Conflicts of Interest
  • Confidentiality

Additional Information

Designed For

CEOs, CPAs, internal auditors, regulators, controllers, CFOs, compliance officers, risk managers

Vendor

CPA Crossings, LLC

Advanced Preparation

None

Prerequisite

None

Field of Study

Ethics

Course Number

1811724

Level of Knowledge

Basic

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