Ethically Speaking

Listen as Toni Lee-Andrews and staff of the AICPA Professional Ethics Division fill you in on what happened at this quarter's open meeting. You can find the full meeting agenda here. Topics include: Section 529 plans Private equity investment in firms Artificial intelligence Simultaneous employment Engagements subject to the SSAEs IESBA monitoring and international harmonizatio

If you were unable to observe PEEC's 4Q meeting, you can listen to an overview from Toni Lee-Andrews and staff of the Professional Ethics Division. The 2-day meeting was packed with project updates and included PEEC's approval of changes to the Code of Professional Conduct related to public interest entities. IESBA sustainability If you're a practitioner working in sustainability

Did you miss this week's meeting of the Professional Ethics Executive Committee? Not to worry. You can catch the highlights here with Toni Lee-Andrews, director of the AICPA Professional Ethics Division and other staff. You'll hear mention of beneficial ownership information reporting and you can check out resources for that here. In the coming weeks, detailed meeting minutes wil

Listen as Toni Lee-Andrews, director of the AICPA Professional Ethics Division, and staff give you the highlights of this quarter's meeting of the Professional Ethics Executive Committee. Discussions include international convergence efforts, new proposed guidance on public interest entities, and simultaneous employment. You'll hear about outreach the division is conducting on si

We love it when you're able to join us for meetings... but when you can't, we're happy to give you the highlights. Listen as AICPA Professional Ethics Division staff fill you in on all the projects the Professional Ethics Executive Committee is currently working on. Did you know we offer free CPE credits when you observe PEEC meetings? What a great way to get a few credits and stay

We love it when you're able to join us for meetings... but when you can't, we're happy to give you the highlights. Listen as AICPA Professional Ethics Division staff fill you in on all the projects the Professional Ethics Executive Committee is working on. (00:55) Upcoming meetings (01:35) Compliance audits (03:10) Convergence on the fees with IESBA (International Ethics Standard

The busier we get, the more we tend to rely on bright lines to help us navigate the world around us. Easy rules to make work simpler. But as trusted advisers in a profession the public relies on, easy rules don’t always cut it for accountants. Sometimes, as Sarah Brack, CPA, says in this episode, you have to use that big brain in extraordinary ways. As our profession transitions

Winter is coming... 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 AICPA Professional Ethics Division, talk through some questions we’re getting on the hotline. What’s legit and what isn’t, what could put you at

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 you. Jennifer Clayton, CPA, and John Wiley, CPA, come to the rescue in this

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. Keep an eye on the Online Ethics Library for helpful guidance we'll be publishin