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

Career Opportunity: Tax Advisor – Foster Victor Wealth Advisors

Foster Victor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. The primary responsibility of this role is to service existing and new clients through ...
READ MORE

Connecticut CPA Seeking Merger/Relocation to South Carolina

I am seeking to relocate my established CPA practice to South Carolina through a merger with an existing firm, ideally in a partner or shareholder capacity. My goal is to ...
READ MORE

Genuine Learning Blog: FASB Proposes Changes to Fair Value

In this episode, Melisa Galasso breaks down a targeted FASB proposal impacting fair value measurement for a narrow group of investment companies. Find out who is affected, what the change means, and key deadlines for feedback.
READ MORE