Practical Ethics Advice Series

Discover our series of articles related to commonly asked member questions

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  1. What to do when your clients divorce

    Clients who divorce can present some significant challenges for accounting professionals...

  2. Better get a lawyer

    There are times when accountants should seek legal advice for the sake of their clients – and themselves...

  3. How to solicit new clients without crossing ethical lines

    Seeking new clients is critical to business success. Make sure your actions don’t land you in ethically muddy waters...

  4. How to help protect vulnerable clients (and yourself)

    Protect older and vulnerable clients (and yourself) while upholding your professional ethics and integrity...

  5. Navigating difficult client handovers

    Here is a quick guide on best practice to ensure your client handovers are as ethical and professional as possible...