Do Cpas' Ethical Responsibilities End at Death?
CPA Journal, The › Vol. 77 Nbr. 11, November 2007
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Summary
Lawyers occasionally receive calls from the survivors of deceased CPAS or their estates' lawyers, seeking guidance about what to do with a deceased CPA's client files. CPAs are not bound by professional ethics to have a will to protect their families in the event of death. The following are helpful planning techniques CPAs can use in preparation for such an event. First, a CPA must identify a colleague who will agree to assist her family in the event of her disability or demise. Second, a CPA should keep clients informed. Finally, a CPA has the responsibility of educating representatives on the proper disposal of client records.
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Extract
Do Cpas' Ethical Responsibilities End at Death?
Lawyers occasionally receive calls from the survivors of deceased CPAs or their estates' lawyers, seeking guidance about what to do with a deceased CPA's client files. On one occasion, a befu...
See the full content of this document
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