PAGE HEADING

A&A Update with Brad Muniz – 8/6/24

August 6, 2024

In part one of a two-part episode, Brad and Frank review four key topics included in the AICPA’s Technical Q&As: Pro bono and below-cost fees; familiarity threat; hosting/portal access for clients; and tax planning/prep as non-attest services. Part two of this episode is available here.

This episode qualifies for nano CPE credit. Find out more.

Resources:

Brad E. Muniz

Brad E. Muniz, CPA, CGMA, is an assurance principal at CLA (CliftonLarsonAllen LLP). He is a past president of the NJCPA and an active member of several interest groups and committees.

More content by Brad E. Muniz:

Learn more from Brad E. Muniz:

Frank R. Boutillette

Frank R. Boutillette, CPA, CGMA, ABV, is partner emeritus at Withum and immediate past chair of the NJCPA's Peer Review Executive Committee.

More content by Frank R. Boutillette:

Learn more from Frank R. Boutillette:

The information contained herein is general in nature and is not intended, and should not be construed, as legal, accounting, investment or tax advice or opinion provided by CliftonLarsonAllen LLP (CLA) to the reader. For more information, visit CLAconnect.com. CLA exists to create opportunities for our clients, our people and our communities through our industry-focused wealth advisory, digital, audit, tax, consulting and outsourcing services. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.