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ACCOUNTING FOR INCOME TAXES
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Requirements and Advantages of Agreed-Upon Procedures

REQUIREMENTS AND ADVANTAGES OF AGREED-UPON PROCEDURES

Cost Free
CPE Credits 1.0 hour
Subject Area Accounting
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Learn about an often overlooked service model that practitioners can provide, and those in industry should request more often.  Hear about common applications of agreed upon procedures.  While gaining an understanding of the performance requirements placed on the service provider and user(s), as put forth by the AICPA.

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Brad Muniz

Sobel & Co
Partner In Charge of Accounting and Auditing
brad.muniz@sobelcollc.com
(973) 994-9494 ext.156

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Brad E. Muniz, CPA, Partner in Charge of Accounting and Auditing at Sobel & Company LLC, CPAs, Livingston, services small businesses and individuals in the areas of accounting, auditing, tax and business consulting.  Brad has over 29 years of experience in the areas of financial reporting, tax compliance and planning for closely held businesses, SEC registrants, non-profit organizations, individuals, and strategic business planning.  Brad has significant experience in a variety of industries, including broker/dealers, real estate, technology/life sciences, retail, manufacturing, not-for-profit and SEC reporting.
 
A member of the New Jersey Society of CPAs since 1991. He has served on the NJSCPA Board of Trustees as president, secretary, treasurer and trustee. He served on the Finance, Committee Operations, Chapter Operations, NJ-CPA-PAC and Retirement Savings Plan committees;  and Education Foundation Board of Trustees. He has served as a member of the Scholars Institute Advisory Board; Strategic Planning and Volunteer Relations committees; Accounting & Auditing Standards Interest Group; and as a Scholarship Fund Board of Trustee. In the Morris/Sussex Chapter, he has served as president, vice president, treasurer and director.
 
He is a member of the Allinial Global and has served on its CPE Committee and as vice chair of the Accounting & Auditing Committee.
 
In his community, Muniz is a board member and treasurer for Family Intervention Services CASA Morris/Sussex, and member of the Knoll Golf Advisory Committee.
 
Muniz earned his B.A. in accounting from William Paterson University. He and his wife, Diane, reside in Parsippany.

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Frequently Asked Questions
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Sobel & Co. is a regional certified public accounting and consulting firm that is passionately committed to serving middle market families in business and nonprofit organizations, listening to them and assessing their specific situation while applying our skills and capabilities to provide the technical services and relevant resources that lead to smart solutions.