A CPA provides personal financial services to a client. The CPA recommends the client to an insurance broker that can help the client purchase various insurance products? Can the CPA recommend the insurance broker if the CPA receives a referral fee for each client that he recommends to the broker?

Answer rating: 100% (QA)

No CPAs are not allowed to receive referral fees for recommending insurance brokers to clients Accor... View the full answer