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...

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  2. Better get a lawyer

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

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  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...

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

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

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  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...

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