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From estate planning to AI: Managing CPA liability
Sarah Ference, CPA, a risk control director at CNA, returned to the Journal of Accountancy podcast to discuss recent topics of the JofA's Professional Liability Spotlight column. The conversation covers three timely issues facing CPA firms: the Great Wealth Transfer, ethical decision-making when clients push boundaries, and the need for practical AI policies.
The conversation also reflects on AICPA ENGAGE and the value of staying connected to developments in the profession.
The articles discussed in the episode:
May: "Managing CPA Liability in the Great Wealth Transfer."
June: "Making the…
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