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Ethics in Fee Sharing

 Mon, 12/31/2018 from 9:30 am to 11:30 am
19 / 2-51793
Registration Status: CLOSED -- Please contact the VSCPA at [email protected] or (800) 733-8272 for availability.
$79.00 Regular Registration
Designed For:

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.



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.

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The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.