A11695

                STATE OF NEW YORK
        ________________________________________________________________________

                                          11695

                   IN ASSEMBLY

                                      June 18, 2004
                                       ___________

        Introduced  by COMMITTEE ON RULES -- (at request of M. of A. Canestrari)
          -- read once and referred to the Committee on Higher Education

        AN ACT to amend the education law, in relation to oversight of  account-
          ants

          The  People of the State of New York, represented in Senate and Assem-
        bly, do enact as follows:

     1    Section 1.  Section 7401 of the education law, as amended  by  chapter
     2  994 of the laws of 1971, is amended to read as follows:
     3    § 7401. Definition  of practice of public accountancy. The practice of
     4  the profession of public accountancy is defined as [holding  one's  self
     5  out  to  the  public, in consideration of compensation received or to be
     6  received, offering to perform or performing for other persons,  services
     7  which  involve  signing,  delivering or issuing or causing to be signed,
     8  delivered or issued any financial, accounting or  related  statement  or
     9  any  opinion  on,  report  on,  or  certificate to such statement if, by
    10  reason of the signature, or  the  stationery  or  wording  employed,  or
    11  otherwise, it is indicated or implied that the practitioner has acted or
    12  is  acting,  in relation to said financial, accounting or related state-
    13  ment, or reporting as an independent accountant  or  auditor  or  as  an
    14  individual  having  or purporting to have expert knowledge in accounting
    15  or auditing]:
    16    1. performing or offering to perform attest or  compilation  services,
    17  as defined in section seventy-four hundred one-a of this article;
    18    2.  incident  to  the  services  described  in subdivision one of this
    19  section, rendering  or  offering  to  render  professional  services  to
    20  clients in any or all matters relating to accounting concepts and to the
    21  recording,  presentation,  or  certification of financial information or
    22  data; or
    23    3. performing or offering to perform for other  persons  one  or  more
    24  types of services, exclusive of services within subdivisions one and two
    25  of  this  section, involving the use of professional skills or competen-
    26  cies of a licensed accountant as described in the rules of the board  of
    27  regents,  including  professional  services  rendered  to one's employer
    28  relating to the recording of financial data or information or the prepa-

         EXPLANATION--Matter in italics (underscored) is new; matter in brackets
                              [ ] is old law to be omitted.
                                                                   LBD09763-19-4

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     1  ration or presentation of financial statements, while holding one's self
     2  out as a certified public accountant or public  accountant  or  using  a
     3  "CPA" or "PA" designation.
     4    §  2.  The  education law is amended by adding a new section 7401-a to
     5  read as follows:
     6    § 7401-a. Definitions. As used in this article:
     7    1. "Attest" means providing the following public accountancy  services
     8  which all require the independence of licensees:
     9    a.  any  audit  to  be performed in accordance with generally accepted
    10  auditing standards or other similar standards  developed  by  a  federal
    11  governmental  agency,  commission  or board, or by a recognized interna-
    12  tional or national professional accountancy organization, acceptable  to
    13  the  department  in  accordance with the commissioner's regulations that
    14  establish auditing standards;
    15    b. any review of a financial statement to be performed  in  accordance
    16  with standards developed by an agency, commission or board of the feder-
    17  al government, or by a recognized international or national professional
    18  accountancy  organization,  acceptable  to  the department in accordance
    19  with  the  commissioner's  regulations  that  establish  standards   for
    20  performing such services; or
    21    c.  any  attestation  engagement  to  be  performed in accordance with
    22  attestation standards developed by an agency, commission or board of the
    23  federal government, or by a recognized international or national profes-
    24  sional accountancy organization, acceptable to the department in accord-
    25  ance with the commissioner's regulations that  establish  standards  for
    26  performing such services.
    27    2.  "Certified  public accountant" means any person who has received a
    28  license from the department as a certified  public  accountant  for  the
    29  practice of public accountancy.
    30    3.  "Compilation" means providing a service to be performed in accord-
    31  ance with standards developed by an agency, commission or board  of  the
    32  federal government, or by a recognized international or national profes-
    33  sional accountancy organization, acceptable to the department in accord-
    34  ance  with  the  commissioner's regulations that establishes such stand-
    35  ards, and that  is  presenting  in  the  form  of  financial  statements
    36  information  that  is the representation of management or owners without
    37  undertaking to express any assurance on the statements.
    38    4. "Firm" means a sole proprietorship, a professional  corporation,  a
    39  partnership, an unincorporated association, a limited liability company,
    40  a  limited  liability  partnership,  or  any  other form of organization
    41  engaged in the practice of public accountancy.
    42    5. "Public accountant" means any person who  has  received  a  license
    43  from  the  department  as a public accountant for the practice of public
    44  accountancy.
    45    6. "Domestic revenues" means earnings within the  United  States  from
    46  the provision of services pursuant to the practice of public accountancy
    47  as defined in section seventy-four hundred one of this article performed
    48  for publicly traded corporations.
    49    §  3.  Section 7402 of the education law, as amended by chapter 994 of
    50  the laws of 1971, is amended to read as follows:
    51    § 7402. Practice of public accountancy and  use  of  title  "certified
    52  public accountant" or "public accountant".  1. Only a person licensed or
    53  otherwise  authorized  to  practice  under  this  article shall practice
    54  public accountancy and use the title "certified  public  accountant"  or
    55  the  designation  ["C.P.A."]  CPA  or  "public  accountant" or any other

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     1  derivative or designation provided in section seventy-four hundred eight
     2  of this article.
     3    2.   Only a certified public accountant or public accountant or person
     4  otherwise authorized or exempted pursuant to this article  shall  engage
     5  in  the  practice  of public accountancy, as defined in subdivisions one
     6  and two of section seventy-four hundred one of this article.
     7    3. Nothing in this article shall prevent  an  individual  enrolled  to
     8  practice  before the United States internal revenue service, pursuant to
     9  regulations promulgated by the internal revenue service, from using  the
    10  designation  "enrolled agent" or the letters "E.A.".  This article shall
    11  not apply to any designations authorized  by  a  national  credentialing
    12  body recognized by the department.
    13    4.  An  individual not licensed pursuant to this article, or an entity
    14  not registered pursuant to this article,  may  offer  the  services  set
    15  forth  in  subdivision three of section seventy-four hundred one of this
    16  article or prepare a compilation as  defined  in  subdivision  three  of
    17  section  seventy-four  hundred  one-a  of this article, if the person or
    18  other entity does not hold himself, herself or itself out as a certified
    19  public accountant or public  accountant,  a  registered  partnership,  a
    20  professional service corporation, professional service limited liability
    21  partnership, or professional service limited liability company, licensed
    22  or  authorized  to  practice public accountancy, or otherwise solicit or
    23  advertise for clients using a "CPA" or "PA" designation or other similar
    24  designation in violation of  subdivision  two  of  section  seventy-four
    25  hundred eight of this article.
    26    §  4.  Section 7403 of the education law, as amended by chapter 245 of
    27  the laws of 1977, is amended to read as follows:
    28    § 7403. State board for public  accountancy.  1.  A  state  board  for
    29  public  accountancy shall be appointed by the board of regents on recom-
    30  mendation of the commissioner for the purpose of assisting the board  of
    31  regents  and  the  department  on  matters of professional licensing and
    32  professional conduct in accordance with section sixty-five hundred eight
    33  of this title.  The board shall be composed  of  not  less  than  twenty
    34  licensed accountants, not less than fifteen of whom shall be licensed as
    35  certified public accountants in this state, and the board should be kept
    36  in such proportion if it is ever increased. In appointing members of the
    37  state  board  for  public  accountancy who are licensed accountants, the
    38  board of regents should seek to appoint individuals with a  broad  range
    39  of practice experience and from geographic regions throughout the state.
    40  An  executive  secretary to the board shall be appointed by the board of
    41  regents on recommendation of the commissioner and shall be  a  certified
    42  public accountant licensed in this state.
    43    2.  No  public  representative appointed to the state board for public
    44  accountancy pursuant to section sixty-five hundred eight of  this  title
    45  shall  have  been  at  any  time: (a) a licensee or the immediate family
    46  member of a licensee; (b) a  current  or  former  public  accountant  or
    47  certified  public accountant licensed in another state, or the immediate
    48  family member of such person; (c) an  employee  of  a  licensee,  or  an
    49  employee of a firm engaged in the practice of public accountancy; or (d)
    50  a  person  with  a financial interest in the business of a licensee or a
    51  firm engaged in the practice of public accountancy.
    52    § 5. The education law is amended by adding three new sections 7407-a,
    53  7407-b and 7407-c to read as follows:
    54    § 7407-a. Substantial equivalency. 1. An  individual  whose  principal
    55  place  of  business  is not in this state, having a valid certificate or
    56  license as a certified public accountant from any state or  jurisdiction

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     1  which  the  department  has  verified  to  have substantially equivalent
     2  certified public accountant licensure requirements, as  defined  in  the
     3  regulations  of  the  commissioner, shall be presumed to have qualifica-
     4  tions substantially equivalent to New York's requirements and shall have
     5  all the privileges of licensees of this state without the need to obtain
     6  a  license under section seventy-four hundred four of this article for a
     7  one-year period, upon receipt of such verification from the  department,
     8  unless  such privilege is rejected pursuant to subdivision three of this
     9  section. Such individuals shall annually notify the department of  their
    10  intent  to  perform  public accountant services in this state under this
    11  section and pay a notification fee in accordance with the regulations of
    12  the commissioner.
    13    2. An individual whose principal place of  business  is  not  in  this
    14  state,  having  a  valid  certificate  or  license as a certified public
    15  accountant from any state or jurisdiction that the  department  has  not
    16  verified  to  have  substantially equivalent certified public accountant
    17  licensure requirements, as defined in the regulations of the commission-
    18  er, may obtain from the department verification that  such  individual's
    19  certified  public  accountant licensure qualifications are substantially
    20  equivalent to New York's requirements, as defined in the regulations  of
    21  the  commissioner. Such individuals shall annually notify the department
    22  of their intent to perform public accountancy services in this state and
    23  shall pay a notification fee in accordance with the regulations  of  the
    24  commissioner.  Upon  receipt of such verification by the department, the
    25  individual may perform the  services  defined  in  section  seventy-four
    26  hundred  one of this article and shall have all the privileges of licen-
    27  sees of this state without the need to obtain a  license  under  section
    28  seventy-four hundred four of this article for the one-year period speci-
    29  fied  in such verification unless such privilege is rejected pursuant to
    30  subdivision three of this section.
    31    3. The department may reject the privilege to practice in  this  state
    32  for  an individual who would otherwise qualify for such privilege pursu-
    33  ant to subdivision one or two of this section, based on a  determination
    34  that  such individual lacks good moral character, his or her certificate
    35  or license to practice as a certified public accountant  in  such  other
    36  state  or  jurisdiction  is not in good standing, or such individual has
    37  been found guilty of  improper  professional  practice  or  professional
    38  misconduct  or  is  the  subject of pending disciplinary charges in such
    39  state or jurisdiction where the  conduct  upon  which  the  disciplinary
    40  action was based would, if committed in New York state, constitute prac-
    41  ticing  the  profession  beyond its authorized scope, with negligence or
    42  incompetence, under the laws of New York state. Upon rejection  for  any
    43  reason,  such  individual  shall  cease  performing  public  accountancy
    44  services in this  state  immediately  upon  receipt  of  the  notice  of
    45  rejection. Where the rejection is based on lack of good moral character,
    46  a  certificate  or  license not in good standing or pending disciplinary
    47  charges, the individual may request a hearing to  be  conducted  in  the
    48  same  manner  as  a hearing on denial of a license based on lack of good
    49  moral character pursuant to the rules of the board of regents.
    50    4. Any licensee of another state or  jurisdiction  practicing  in  New
    51  York  under the provisions of this section shall consent, as a condition
    52  of practicing in New York, pursuant to the provisions of this section:
    53    a. to the personal and subject matter  jurisdiction  and  disciplinary
    54  authority  of  the  department  and  the board of regents, including the
    55  imposition of any disciplinary penalty provided  in  section  sixty-five
    56  hundred eleven of this title or sections seventy-four hundred twelve and

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     1  seventy-four hundred thirteen of this article, including but not limited
     2  to,  the  revocation  or  suspension of any privilege granted under this
     3  section;
     4    b.  to comply with the provisions of this chapter and the rules of the
     5  board of regents and the regulations of the commissioner relating to the
     6  practice of public accountancy, including but not limited to, continuing
     7  education requirements;
     8    c. to provide his or her address of record in the state  or  jurisdic-
     9  tion  of  licensure  or certification where process may be served in any
    10  action or proceeding by the department or the board of  regents  against
    11  the  licensee;  or, as an alternative to the submission of an address of
    12  record, the address of the state board or the equivalent licensing  body
    13  of  the state or jurisdiction which issued such license or certification
    14  and has been designated by such state or jurisdiction as  such  individ-
    15  ual's  agent upon whom process may be served in any action or proceeding
    16  against the licensee; and
    17    d. to report  to  the  department  any  pending  disciplinary  charges
    18  brought  against  the  individual as a licensee in public accountancy by
    19  another state or other jurisdiction, and any disposition of such  charg-
    20  es, within the time prescribed by the department.
    21    5.  An  individual  practicing  under  the  provisions of this section
    22  acknowledges his or her obligation to apply for conversion of the privi-
    23  lege to practice public accountancy pursuant to this section  to  a  New
    24  York state license within thirty days of any time such individual estab-
    25  lishes this state as his or her principal place of business. The commis-
    26  sioner  shall  establish  via  regulation a procedure for converting the
    27  right to practice under this section to a license  pursuant  to  section
    28  seventy-four hundred four of this article.
    29    6.  The  privilege to practice pursuant to this section may be renewed
    30  by the department no more than four times such that an individual  shall
    31  practice  for  no  more  than  five  years  under the provisions of this
    32  section. In addition, the department shall not grant  the  privilege  to
    33  practice pursuant to this section to more than the number of individuals
    34  equal to three percent of the partners whose principal place of business
    35  and  primary  residence is in New York state. Provided, however, that no
    36  fewer than one individual may have such privilege in any firm.
    37    § 7407-b. Disciplinary action for out-of-state practice. Notwithstand-
    38  ing any other provision of law, rule or regulation to  the  contrary,  a
    39  licensee of this state offering or rendering services or using the title
    40  "certified  public accountant" or the designation "CPA" in another state
    41  shall be subject to disciplinary action in this state for an act commit-
    42  ted in another state for which the licensee would be subject  to  disci-
    43  pline  if  he  or she was a licensee of such state, or would subject the
    44  licensee to discipline in New York if such act  were  committed  in  New
    45  York.  Notwithstanding  any  provision of law, rule or regulation to the
    46  contrary, the department shall investigate any  complaint  made  by  the
    47  board of accountancy of another state.
    48    § 7407-c. Temporary practice. On recommendation of the board, an indi-
    49  vidual who is the holder of a valid certification or license as a certi-
    50  fied public accountant from any state or jurisdiction and who applies to
    51  the  department  for  a  license  as a certified public accountant under
    52  section seventy-four hundred four of this article may, after  submitting
    53  an  application for licensure and after providing evidence of qualifying
    54  continuing education, perform the services defined in  section  seventy-
    55  four  hundred  one of this article until the time his or her application

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     1  for licensure is granted or rejected or until one  year  from  the  date
     2  such privilege was granted, whichever occurs earlier.
     3    §  6.    Section 7408 of the education law, as added by chapter 987 of
     4  the laws of 1971, the opening paragraph of subdivision 1 and subdivision
     5  2 as amended by chapter 994 of the laws  of  1971  and  paragraph  e  of
     6  subdivision  1  as amended by chapter 62 of the laws of 1989, is amended
     7  to read as follows:
     8    § 7408. Special provisions.   1. Nothing  contained  in  this  article
     9  shall  be deemed to prohibit two or more certified public accountants or
    10  two or more public accountants, or any combination thereof, from forming
    11  a [partnership] firm; provided,  however,  that  no  [partnership]  firm
    12  shall  use  the words "certified public accountant" or "certified public
    13  accountants" or the letters ["C.P.A.'s"] "CPA" or "CPAs"  in  connection
    14  with  its  name  unless  the  sole  proprietor or each partner, owner or
    15  shareholder of such [partnership] firm, resident or engaged  within  the
    16  United  States  in  practice  is  in good standing as a certified public
    17  accountant of one or more of the states or political subdivisions of the
    18  United States, and the sole proprietor or each partner, owner or  share-
    19  holder  thereof  resident  or  engaged  in  practice within the state is
    20  licensed under this article; and provided  further  that  such  firm  is
    21  registered pursuant to the provisions of this section.
    22    a. A registration shall be issued to a [partnership] firm upon payment
    23  of the fee prescribed by the commissioner upon application showing that:
    24    (1)  At  least one partner, owner or shareholder of such [partnership]
    25  firm or the sole proprietorship is licensed under this article  and  his
    26  or  her  license  to  practice  is  not currently suspended, annulled or
    27  revoked in any jurisdiction and he or she is regularly engaged in  prac-
    28  tice on behalf of the [partnership] firm within the state;
    29    (2) The [partnership] firm, other than a sole proprietorship, consists
    30  of at least two [present members] partners, owners or shareholders; and
    31    (3) The [partnership] firm, other than a sole proprietorship, contains
    32  at least as many [present] partners, owners or shareholders as the total
    33  number of names in the firm name, or, where the word "company" or abbre-
    34  viation  "co."  is  used,  the  number  of [present] partners, owners or
    35  shareholders shall be greater than the number of names in the firm name.
    36    Such application shall include a list of the locations of all  offices
    37  within  this state, including the names of the persons in charge of such
    38  offices and shall also include a list of all states or jurisdictions  in
    39  which  the  firm  has  applied  for  or holds registrations, licenses or
    40  permits as a public accounting firm and a list of any past denial, revo-
    41  cation, or suspension of a registration or permit by any other state  or
    42  jurisdiction.
    43    b.  [Such registration may be revoked] The board of regents may revoke
    44  or take other disciplinary action after a hearing conducted  in  accord-
    45  ance with the provisions of section sixty-five hundred ten of this title
    46  upon proof:
    47    (1)  That the registration was obtained by either misrepresentation or
    48  suppression of any material fact;
    49    (2) That the license or authorization to practice of any partner, sole
    50  proprietor, owner or shareholder is suspended, annulled  or  revoked  in
    51  any jurisdiction;
    52    (3)  That any partner, sole proprietor, owner or shareholder in such a
    53  [partnership] firm is or has been engaged  in  the  practice  of  public
    54  accountancy in this state who is not licensed in this state or otherwise
    55  authorized to practice; [or]

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     1    (4)  That  the [partnership] firm failed to file the written notifica-
     2  tion required pursuant to paragraph  d  of  this  subdivision  [of  this
     3  section.]; or
     4    (5)  That  the firm has engaged in professional misconduct pursuant to
     5  section sixty-five hundred nine of this title  or  section  seventy-four
     6  hundred  ten  of this article, or has violated the provisions of section
     7  seventy-four hundred eleven of this article.
     8    c. Personal service on any general partner, sole proprietor, owner  or
     9  shareholder of a notice of hearing to revoke a [partnership] firm regis-
    10  tered hereunder shall be deemed service on the [partnership] firm.
    11    d.  A  [partnership]  firm  registered  to  practice  pursuant to this
    12  section shall file with the department on or  before  [July  first]  the
    13  anniversary date of the firm's registration of each year written notifi-
    14  cation of:
    15    (1) Any admission of a partner, owner or shareholder,
    16    (2)  Any resignation, termination, retirement or death of a partner or
    17  owner or shareholder,
    18    (3) Any termination of [partnership] a firm, or
    19    (4) Any occurrence of any event or events which would eliminate as  to
    20  such  [partnership]  firm conformity with the applicable requirements of
    21  this section.
    22    e. [Partnerships] Firms shall register triennially [and pay a  fee  of
    23  fifty dollars].
    24    2.  a.  No  firm shall engage in the practice of public accountancy as
    25  defined in subdivisions one,  two  and  three  of  section  seventy-four
    26  hundred  one of this article or use the title "CPA" or "CPA firm" or the
    27  title "PA" or title "PA firm" without a registration  from  the  depart-
    28  ment.  As  a condition of registration or renewal, the firm shall demon-
    29  strate that it has complied with the provisions  of  this  article,  any
    30  other  applicable laws and such other requirements as the department may
    31  impose, consistent with this article.
    32    b. The commissioner, in consultation with the board of regents,  shall
    33  establish  in  regulations  a  registration process for certified public
    34  accountancy firms and public accountancy firms, including the imposition
    35  of application and registration fees and procedures to suspend or revoke
    36  a registration for cause.
    37    3. Any person shall be guilty of a class A misdemeanor who shall  use,
    38  in  connection with the practice of public accountancy, or in any manner
    39  tending to imply that he is an independent accountant  or  auditor,  the
    40  designations  "chartered  accountant",  "certified  accountant", "expert
    41  accountant", "certified tax  accountant",  "tax  accountant",  "enrolled
    42  accountant",  "enrolled  public  accountant",  "registered  accountant",
    43  "licensed accountant",  "incorporated  accountant",  "registered  public
    44  accountant",  "licensed public accountant", or any abbreviation thereof,
    45  or the letters  "C.A.",  "E.A.",  "C.T.A.",  "T.A.",  "E.P.A.",  "R.A.",
    46  "L.A.", "I.A.", "P.A.", "R.P.A.", or, "L.P.A.", except as provided else-
    47  where in this article, or any other designation tending to imply that he
    48  or  she  has  expert  knowledge  in  accounting  or  auditing. The title
    49  "enrolled agent" or the designation "E.A." may only be used by  individ-
    50  uals so designated by the United States Internal Revenue Service.
    51    §  7.  The  education law is amended by adding four new sections 7410,
    52  7411, 7412 and 7413 to read as follows:
    53    § 7410.  Conflicts of interest. 1. It shall be  a  violation  for  any
    54  firm  to  perform  any  attestation service for a publicly traded corpo-
    55  ration if a chief executive officer, controller, chief  financial  offi-
    56  cer, chief accounting officer, managing partner or any person serving in

        A. 11695                            8

     1  an equivalent position for the corporation was employed by such firm and
     2  participated  in  any  capacity  in  the attestation of that corporation
     3  during the one-year period preceding the date of the initiation  of  the
     4  attestation.
     5    2.  It shall be a violation for any licensee to accept employment with
     6  a publicly traded corporation within twelve months of the date of  issu-
     7  ance of a financial statement by such corporation if:
     8    a.  the licensee has participated in an attestation engagement for the
     9  corporation and held responsibility, with  respect  to  the  attestation
    10  engagement,  requiring  the licensee to exercise significant judgment in
    11  the attestation engagement process, including but not limited  to  posi-
    12  tions,  however  titled,  where the licensee was the person in charge of
    13  the fieldwork, up through positions where the licensee was a partner  on
    14  the engagement; and
    15    b.  the  employment  would permit the licensee to exercise significant
    16  authority over accounting or financial  reporting,  including  authority
    17  over the controls related to those functions.
    18    3.  It  shall  be  a violation for any firm to perform any attestation
    19  service for a publicly traded corporation if the  lead  or  coordinating
    20  attestation  partner  having primary responsibility for the attestation,
    21  or the attestation partner responsible for  reviewing  the  attestation,
    22  has  performed such attestation services for that corporation in each of
    23  the five previous fiscal years of that corporation.
    24    4. It shall be a violation for any licensee to perform any attestation
    25  service for a publicly traded corporation if the licensee or the immedi-
    26  ate family member of a licensee has a direct or material indirect finan-
    27  cial interest in such corporation. It shall be a violation for any  firm
    28  to  perform  any attestation service for such a corporation if any part-
    29  ner, sole proprietor, owner or shareholder of the firm, or the immediate
    30  family member of such person, has a direct or material  indirect  finan-
    31  cial interest in such corporation.
    32    5.  It shall be a violation for any licensee or firm that performs any
    33  attestation of a publicly traded  corporation  to  provide  such  corpo-
    34  ration,  contemporaneously  with  the  attestation,  any non-attestation
    35  services, including:
    36    a. bookkeeping or other services related to the accounting records  or
    37  financial statements of the attestation client;
    38    b. financial information systems design and implementation;
    39    c.  appraisal  or  valuation services, fairness opinions, or contribu-
    40  tion-in-kind reports;
    41    d. actuarial services;
    42    e. internal audit outsourcing services;
    43    f. management or human resources functions;
    44    g.  broker  or  dealer,  investment  adviser,  or  investment  banking
    45  services;
    46    h.  legal  services  and expert services unrelated to the attestation;
    47  and
    48    i. any services determined by the public company accounting  oversight
    49  board  established  pursuant  to  the  federal Sarbanes-Oxley act of two
    50  thousand two to be impermissible.
    51    A firm may  engage  in  any  non-attestation  service,  including  tax
    52  services, that is not described in any of paragraphs a through i of this
    53  subdivision  for an attestation client, only if the activity is approved
    54  in advance by the audit committee of the client (or, in the case  of  an
    55  attestation  client that is not required by law to have an audit commit-

        A. 11695                            9

     1  tee, such other person or persons as the commissioner shall designate to
     2  pre-approve such non-attestation services).
     3    The commissioner may, on a case-by-case basis, after consultation with
     4  the board of regents, exempt any licensee or transaction from the prohi-
     5  bitions set forth in this subdivision, to the extent that such exemption
     6  is  necessary  or  appropriate in the public interest; provided that any
     7  exemptions granted by the  public  company  accounting  oversight  board
     8  pursuant  to the federal Sarbanes-Oxley act of two thousand two shall be
     9  deemed to be in the public interest and shall  result  in  an  automatic
    10  exemption under this paragraph.
    11    §  7411.  Investigations of certain professional misconduct and disci-
    12  plinary proceedings by the  department.  1.  Notwithstanding  any  other
    13  provision  of  law  to  the contrary, in any investigation of a licensee
    14  under subdivision one of section sixty-five hundred ten of this title in
    15  which misconduct involving fraud, deceit or manipulation is alleged, the
    16  licensee being investigated shall have the right to  be  interviewed  in
    17  order  to  provide  an  explanation  of  the issues under investigation,
    18  unless such right shall be determined to not be in the public  interest.
    19  The  licensee  may  have counsel present during the interview, and shall
    20  have the right in advance of such interview to a particularized  written
    21  statement of the alleged professional misconduct and issues under inves-
    22  tigation by the department. The licensee may submit written comments and
    23  expert  opinion at any time during the investigation to the extent prac-
    24  ticable. Providing an opportunity for the interview shall be a condition
    25  precedent to any service of charges under paragraph c of subdivision one
    26  of section sixty-five hundred ten of this title.
    27    2. Notwithstanding any other provision of law to the contrary, in  any
    28  proceeding as defined in subdivision three of section sixty-five hundred
    29  ten  of  this  title resulting from an investigation in which misconduct
    30  involving fraud, deceit or manipulation is alleged, the  licensee  shall
    31  have  the right in advance of the hearing to examine and copy any report
    32  of investigation and documentary or testimonial evidence  and  summaries
    33  of  evidence  in  the  department's  possession  relating to the subject
    34  matter of the complaint  and  charges  against  the  licensee  that  the
    35  department  will introduce at the proceeding; provided however, that the
    36  department shall redact from such evidence information that if disclosed
    37  would: (a) constitute an unwarranted invasion of personal  privacy;  (b)
    38  identify a confidential source; or (c) disclose confidential information
    39  relating  to  a  criminal  investigation  or interfere with on-going law
    40  enforcement investigations or  criminal  proceedings.    The  board  may
    41  charge  a reasonable fee for such copying, not to exceed the actual cost
    42  of such copying.
    43    3. Any hearing conducted pursuant  to  subdivision  three  of  section
    44  sixty-five  hundred  ten  of  this  title  shall be commenced within one
    45  hundred eighty days of the service  of  charges  under  paragraph  c  of
    46  subdivision  one  of  such  section,  except  that an adjournment of the
    47  initial hearing date  may  be  granted  by  the  administrative  officer
    48  assigned  to  the  hearing  panel,  upon good cause shown.   The written
    49  report of the hearing panel pursuant to paragraph d of subdivision three
    50  of section sixty-five hundred ten of this title shall be rendered within
    51  ninety days of the last hearing date.
    52    4. Notwithstanding any other provision of law  to  the  contrary,  the
    53  department  shall  notify  the  licensee at least thirty days before the
    54  meeting of the regents review  committee  pursuant  to  paragraph  b  of
    55  subdivision  four  of  section sixty-five hundred ten of this title. The
    56  regents review committee shall transmit a written report of  its  review

        A. 11695                           10

     1  to  the  board  of regents under paragraph b of subdivision four of such
     2  section within sixty days of  the  conclusion  of  the  meeting  of  the
     3  regents review committee.
     4    5.  With  respect  to  any  hearing  conducted by the department under
     5  section sixty-five hundred ten of this title, the regents shall render a
     6  decision and order under paragraph c of subdivision four of such section
     7  within sixty days of its receipt of the written report  of  the  regents
     8  review committee.
     9    §  7412.  Penalties for professional misconduct. 1. A licensee that is
    10  found guilty of professional misconduct may be subject to the  penalties
    11  set  forth  in section sixty-five hundred eleven of this title upon each
    12  specification of charges of which the respondent  is  determined  to  be
    13  guilty.
    14    2.  In  addition  to  the  penalties  set  forth in section sixty-five
    15  hundred eleven of this title, a licensee that is found guilty of profes-
    16  sional misconduct involving fraud, deceit or manipulation, including but
    17  not limited to knowing  preparation,  publication  or  dissemination  of
    18  false,  fraudulent,  or  materially  incomplete or misleading financial,
    19  accounting or related statements, reports, or information  or  embezzle-
    20  ment,  theft, misappropriation of funds or property, or obtaining money,
    21  property, or other valuable consideration by fraudulent means  or  false
    22  pretenses, may be subject to a fine not to exceed fifty thousand dollars
    23  upon each specification of charges of which the respondent is determined
    24  to be guilty.
    25    §  7413.  Authority  to  investigate  firms and impose penalties for a
    26  pattern of  misconduct.  1.  If,  in  the  course  of  an  investigation
    27  conducted  pursuant  to  section  sixty-five  hundred  ten of this title
    28  regarding a  certified  public  accountant  or  public  accountant,  the
    29  department  determines there is reasonable cause to believe a pattern or
    30  course of misconduct, or an act of misconduct in  which  more  than  one
    31  licensee  has  participated,  involving  fraud,  deceit  or manipulation
    32  exists in a firm, including but not  limited  to,  knowing  preparation,
    33  publication  or dissemination of false, fraudulent, or materially incom-
    34  plete  or  misleading  financial,  accounting  or  related   statements,
    35  reports,  or  information;  or  embezzlement, theft, misappropriation of
    36  funds or property; or  obtaining  money,  property,  or  other  valuable
    37  consideration  by fraudulent means or false pretenses, the investigation
    38  may be expanded to  include  more  than  the  subject  of  the  original
    39  complaint.
    40    2.  If  a  firm  which  has  annual domestic revenues of less than one
    41  billion dollars is found guilty of a pattern or course of misconduct  or
    42  an act of misconduct as defined in subdivision one of this section, such
    43  firm  may  be subject to a fine not to exceed two hundred fifty thousand
    44  dollars upon each specification of charges of which the firm  is  deter-
    45  mined to be guilty.
    46    3.  If  a  firm  which  has  annual domestic revenues of more than one
    47  billion dollars is found guilty of a pattern or course of misconduct  or
    48  an act of misconduct as defined in subdivision one of this section, such
    49  firm may be subject to a fine not to exceed seven hundred fifty thousand
    50  dollars  upon  each specification of charges of which the firm is deter-
    51  mined to be guilty.
    52    § 8. This act shall take effect on the one hundred eightieth day after
    53  it shall have become a law; provided, however, that  the  provisions  of
    54  section  four  of  this  act  shall  apply only to those members who are
    55  appointed after the effective date of this act.