CPAs must be diligent in evaluating and maintaining independence in fact and appearance. However, when providing nonattest services for an attest client, threats to independence may exist. Those with engagement planning responsibilities and regular client interactions need to understand this critical area.
Learning Objectives:
Sobel & Co
Partner In Charge of Accounting and Auditing
[email protected]
(973) 994-9494 ext.156
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.