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Friendship, Loyalty, and Duty (a teaching case)

Fri, March 19, 2:45 to 4:15pm, Virtual, TBA

Abstract

This teaching case is designed for use at either the undergraduate or graduate level in an Accounting Ethics course. The focus is a relatively new CPA's decision of whether to accept as new clients her lifelong friend and brother. The two adult siblings anticipate becoming involved in a legal battle with their brother over control of a multi-million dollar trust fund. The wishes of the grantor (their father) were clear, but the brother is using access to health insurance coverage as leverage to gain control of the trust. Topics covered in the case include fiduciary duty, state board rules of conduct, AICPA code of conduct, and preparing an ethical analysis of the decision faced by the CPA.

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