Sarbanes-Oxley rules require that
A. the new controller sever all relations with the CPA firm, including any retirement
funds.
B. the new controller not take part in any discussions regarding the retention of the
audit form.
C. the client find a new audit firm.
D. the client disclose the controller’s relationship in the notes to the financial
statements.
For each situation (1-5), identify the most applicable AICPA rule of conduct and
whether there is a violation or no violation of the rule (A-F). One or more letters may
not be used.
A. Rule 101: Independence; no violation
B. Rule 101: Independence; violation
C. Rule 102: Integrity and Objectivity; no violation
D. Rule 102: Integrity and Objectivity; violation
E. Rule 203: Accounting Principles; no violation
F. Rule 203: Accounting Principles; violation
___ 1. Sterling Stevens, CPA, was auditing Global Services Company. Global Services
used an accounting principle that was not in conformity with GAAP. Nevertheless,
Stevens rendered a standard unqualified audit report.
___ 2. Christina Hall, CPA, provided expert testimony for a plaintiff. The defendant in
the case was a client of Hall’s.
___ 3. Sam Miller, CPA, owned 100 shares of Johnson Drilling, Inc., his audit client.
___ 4. Dewey Wise, CPA, obtained a loan from an insurance company using the cash
value of the insurance policy as collateral. The loan is for less money than the cash
value of the policy.