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.
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.
Ethical considerations in receiving a referral fee including:
- Conflicts of Interest
CEOs, CPAs, internal auditors, regulators, controllers, CFOs, compliance officers, risk managers
Add to Cart