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Accountants

Jackson Walker

Texas Supreme Court Clarifies Limits on Business Fiduciary Duties

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On February 21, 2025, the Supreme Court of Texas delivered a significant ruling in the case of Pitts v. Rivas, addressing the issue of fiduciary duties within professional relationships. The Court concluded that no fiduciary...more

Society of Corporate Compliance and Ethics...

[Event] Higher Education Compliance Conference - June 2nd - 4th, Orlando, FL

Get the latest insights in higher education compliance - Does your role involve: - Conducting Title IX investigations? - Overseeing compliance education and training at an institute of higher learning? - Managing...more

Amundsen Davis LLC

[Webinar] What Every Business Owner Should Know About Selling a Business - January 28th, 10:00 am - 11:00 am CST

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With an active mergers and acquisitions market, you may have decided that now is the right time to sell your business. Although it is an exciting endeavor, preparing to sell is a process that begins long before your company...more

J.S. Held

Navigating the Professional Standards for Performing Forensic Accounting and Valuation Services

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Financial experts are engaged to perform forensic accounting and valuation services for a number of reasons. Forensic accounting services are most often performed as part of a litigation or investigation. Valuation services...more

Lippes Mathias LLP

Know Your Rights: Managing Exposure During Audits Through Legal Representation

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The 2022 Inflation Reduction Act (the “IRA”) allocated $80 billion in funding to the Internal Revenue Service (“IRS”), much of which was earmarked for increased enforcement efforts. After some starts and stops, that funding...more

IR Global

How to Start a Law Firm With No Money

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Starting a law firm gives lawyers the unique opportunity to take control of their careers, allowing them to choose clients, focus on preferred legal areas, and run their practice the way they want. However, without access to...more

Farella Braun + Martel LLP

[Event] CPA Luncheon: Insights on Cross-Border Philanthropy: A Holiday in the Wild Discussion - October 30th, San Francisco, CA

Explore the intriguing world of cross-border philanthropy with Farella Braun + Martel through the lens of the Netflix movie "Holiday in the Wild." For this presentation we are delighted to invite accounting professionals to...more

IR Global

Strategic Business Structuring and Succession Planning: Balancing Goals and Challenges

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Effective business structuring and succession planning are vital for long-term success and smooth transitions. However, many business owners and their advisors fail to consider the broader implications and goals beyond...more

Farrell Fritz, P.C.

Bookkeeper Liability? It’s a Real Thing

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Accountants are professionals. They carry malpractice insurance. They are potential deep pockets. For these reasons, accountants sometimes find themselves defending against liability claims in business divorce lawsuits. The...more

Allen Barron, Inc.

Accounting Services to Support Business Clients

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How does the quality and scope of your accounting process affect every aspect of your company from tax exposure to profitability? It is important to ensure that your company has accurate, detailed, and timely information...more

Society of Corporate Compliance and Ethics...

[Virtual Event] Higher Education Compliance Conference - October 24th, 8:00 am - 5:00 pm CT

Stay up to date on compliance developments in the higher education space - Whether you missed this year’s in-person Higher Education & Healthcare Research Compliance Conference or are looking for additional insights from...more

IR Global

Finding Opportunities in Client Files – A 7-step Process

IR Global on

A huge opportunity for Accountants is to use their knowledge of a Client’s businesses to identify new opportunities. However, this will not ‘just happen’....more

Hogan Lovells

Hong Kong audit regulator says it expects full compliance with laws and regulations

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Hong Kong’s audit regulator, the Accounting and Financial Reporting Council (AFRC), says it expects all audit firms and their staff to comply with all relevant laws and regulations set out within the accountants’ ethics code....more

Vedder Price

Highlights from 2024 ALI-CLE Accountants’ Liability Conference

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The annual ALI-CLE Accountants’ Liability Conference occurred in Washington, D.C. on May 16 and 17, 2024 and was co-hosted by Junaid A. Zubairi, Chair of Vedder Price’s Government Investigations and White Collar Defense...more

J.S. Held

Consulting for State and Local Governments: Challenges When Serving the Municipal Client

J.S. Held on

One of the keys to success when providing professional services is to understand your client and their business environment. Whether your company is a closely held family business, publicly traded, or a municipality,...more

Hogan Lovells

Disciplinary, litigation risk - AFRC highlights skill shortage in Hong Kong public interest entity audits

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The Accounting and Financial Reporting Council (AFRC) has published its first report on the public interest entity (PIE) audit market in Hong Kong. Reviewing its own survey of PIE auditors, the report highlights high vacancy...more

American Conference Institute (ACI)

[Event] FCPA & Anti-Corruption for the Life Sciences Industry - May 9th - 10th, New York, NY

Hosted by the American Conference Institute, the 19th Annual FCPA & Anti-Corruption Conference for the Life Sciences Industry returns for another exciting year with carefully researched programming based on critical findings...more

Society of Corporate Compliance and Ethics...

[Event] Higher Education & Healthcare Research Compliance Conference - June 10th - 12th, New Orleans, LA

Don’t miss our annual conference devoted to higher education and research compliance - Attend the Higher Education & Healthcare Research Compliance Conference June 10–12, 2024 and hear from experienced professionals on a...more

Cooley LLP

SEC Chief Accountant urges focus on professional skepticism and audit quality

Cooley LLP on

SEC Chief Accountant Paul Munter has posted a new Statement. What’s on his mind? Apparently, he is disturbed that, in recent inspections of audits, the PCAOB has reported a “troubling” increase in deficiency rates—meaning...more

Hogan Lovells

Late disclosure prompts a CPA disciplinary recommendation by the Hong Kong MMT to the AFRC

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The Market Misconduct Tribunal (MMT) has recommended that the accountants’ regulator, the Accounting and Financial Reporting Council (AFRC) take disciplinary action against a listed company secretary for neglecting his...more

Foodman CPAs & Advisors

Contadores O Abogados Pueden Tener Requisitos De Presentación De Informes Según El CTA

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El 18 de septiembre del 2023, FinCEN publicó la Guía de Cumplimiento para Pequeñas Entidades para la presentación de informes sobre beneficiarios finales (BOI) bajo la Ley de Transparencia Corporativa (CTA) y simultáneamente...more

Foodman CPAs & Advisors

Accountants Or Lawyers May Have Reporting Requirements Under The CTA

Foodman CPAs & Advisors on

On 9/18/23, FinCEN published the Small Entity Compliance Guide for beneficial ownership information (BOI) reporting under the Corporate Transparency Act (CTA) and simultaneously updated the FAQs regarding CTA compliance under...more

Gray Reed

When is an Accountant Forced to Testify Against Their Client?

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Recently, in a criminal case involving a physician who hired an accountant to prepare and submit certain tax forms to the IRS on her behalf, the court denied attorney-client and work-product privilege claims and ordered the...more

Jaburg Wilk

New FTC Rule Expands Reach of Data Breach Notification Requirement to Non-Banking Financial Institutions

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In an amendment to the Safeguards Rule of the Gramm-Leach-Bliley Act (GLBA), which was officially announced on October 27, 2023, the Federal Trade Commission (FTC) will mandate that a wide array of nonbank financial...more

Adler Pollock & Sheehan P.C.

Planning Is Essential If You’re Inheriting Assets

If you’re in line to receive a significant inheritance, your feelings may range from exhilaration to relief, not to mention a great deal of sadness for the loved one who has passed. Indeed, a large infusion of cash or assets...more

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