Ethically Speaking

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Ep. 68: PEEC's 4Q 2023 meeting: Updates on national and international ethics projects

15 Nov 2023

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 inte ...

00:16:18

Ep. 67: PEEC's 3Q meeting: AI, sustainability, changes to the code and more

10 Ogo 2023

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 ...

00:18:18

Ep. 66: PEEC's 2Q 2023 meeting — Digital assets, public interest entities, and more

11 Mei 2023

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, ...

00:18:47

Ep. 65: PEEC's 1Q 2023 meeting — Proposed updates to the Code of Professional Conduct

23 Feb 2023

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 ...

00:11:38

Ep. 64: PEEC's 4Q meeting debrief: NOCLAR, private equity in firms, compliance audits and more

14 Nov 2022

00:15:54

Ep. 63: Mind over bright lines — Tools for thinking outside the box

20 Okt 2022

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 ...

00:16:55

Ep. 62: Hot on the hotline — ERC mills? That's a thing? And can I send my clients to them for a fee?

6 Okt 2022

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 question ...

00:18:59

Ep. 61: Are you violating the ethics code without even realizing it?

22 Sep 2022

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 reco ...

00:19:01

Ep. 60: Update to DOL independence guidance is great news for auditors

6 Sep 2022

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 c ...

00:15:24