Ethics in Fee Sharing

Description

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.

Date/Time

Tuesday, January 22, 2019
Registration Time: 11:30am
11:30am – 1:30pm

Add to Outlook calendar

Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Ethics

Level of Knowledge

Basic

Designed For

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

Vendor

CPA Crossings

Prerequisites

None

Advanced Preparation

None

Highlights

Ethical considerations in receiving a referral fee including:

  • Notification
  • Independence
  • Conflicts of Interest
  • Confidentiality

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.

Location

N/A (This is a webcast)
Member Fee $79.00
Non-Member Fee $79.00
Your Price $79.00
View more conferences and courses

Registered for CPE? Log in to download electronic course materials.