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Oct 6, 2022

Winter is coming... and with it this year's December deadline for claiming the employee retention credit. Are you overwhelmed with clients asking you to amend their 941s? And are you getting calls from businesses offering to help you out for a fee?

In this episode, Joan Farris and John Wiley, two CPAs on staff in the...


Sep 22, 2022

You’re busy. Crazy busy — serving your clients, volunteering, taking care of your family and friends, and somewhere in all that, hopefully finding time for yourself. With everything else on your mind daily, you may not know the finer points of your ethical obligations when a client requests records from...


Sep 6, 2022

Eagerly awaited changes to the DOL independence guidance for employee benefit plans are live in the Federal Register today.

Listen as Summer Young, CPA, currently a senior manager in the AICPA Professional Ethics Division and formerly a practicing EBP auditor, walks us through the history and changes.

You can find the...


Sep 2, 2022

Patches and the "discrete tool" exception... Important concepts when considering whether the help you're giving a client will impair your independence.

In this episode, Liese Faircloth and Iryna Klepcha, two CPAs on staff in the AICPA Professional Ethics Division, continue their discussion with Dan O'Daly, a...


Aug 26, 2022

In this episode, Liese Faircloth and Iryna Klepcha, two CPAs on staff in the AICPA Professional Ethics Division, continue their discussion with Dan O'Daly, a managing director in Deloitte's independence office, about changes to the Code of Professional Conduct related to technology.

They highlight why PEEC concluded...