Genuine Learning Blog: Ethics Proposal: Tax Services

| , ,

The AICPA’s Professional Ethics Executive Committee (PEEC) is proposing changes to the tax services rules with respect to independence. As part of their IESBA convergence, the rules address the potential advocacy threats created by providing tax advisory services to attest clients. Comments are due by September 10, 2024.

SCACPA is excited to partner with Galasso Learning Solutions and the Genuine Learning Blog for real-time A&A updates and answers for SCACPA members.

Melisa F. Galasso is the Founder and CEO of Galasso Learning Solutions LLC. A CPA with over 20 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not-for-profit and governmental accounting. Her passion is providing high-quality CPE that is meaningful, creates efficiencies and improves quality, and positively impacts ROI.

Do you agree that tax advisory work can impair independence for attest clients?

Ethics exposure draft

Genuine Learning Blog: FASB Issued 2026 Investor Outreach Report

Get an overview of the FASB 2026 Investor Outreach Report with Melisa Galasso. Learn how FASB gathers input from investors to shape financial reporting standards.
READ MORE

Four State CPA Societies Form Five Storm Systems to Help Shape the Future of the CPA Profession

New collaborative technology company introduces CLARKE, an AI-enabled evidence system designed to support the future of professional learning ATLANTA — [Aug. 31, 2026] — The accounting profession is entering one ...
READ MORE

Building Capacity Without Burning Out: A Smarter Approach to Firm Growth

For accounting firms, growth is a positive indicator of performance, but it can also expose weaknesses in operational processes. New clients, broader services, and higher revenue create opportunity. The challenge emerges when the same partners, managers, and experienced professionals repeatedly absorb that additional work.
READ MORE