BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AB 1005
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          Date of Hearing:   April 28, 2009

                   ASSEMBLY COMMITTEE ON BUSINESS AND PROFESSIONS
                                 Mary Hayashi, Chair
                    AB 1005 (Block) - As Amended:  April 20, 2009
           
          SUBJECT  :   California Board of Accountancy.

           SUMMARY  :   Requires the California Board of Accountancy (CBA) to  
          publish on its website documents related to pending disciplinary  
          accusations, a live webcast of public meetings, and the meeting  
          minutes, as specified.

           EXISTING LAW  provides for the licensing and regulation of  
          accountants and accounting firms by CBA, and prohibits a person  
          from engaging in the practice of public accountancy in this  
          state unless he or she holds either a license issued by CBA.

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           Purpose of this bill  .  According to the author's office, "The  
          purpose of the bill is to provide transparency and public access  
          to California Board of Accountancy meetings and formal  
          accusations filed against a licensee. Given the importance of  
          the accounting profession to the operations and disclosure  
          requirements of public and private entities required under both  
          state and federal law, increasing transparency and public access  
          will lead to more informed choices by consumers."

           Background  .  The documents related to a pending accusation  
          against a licensee are considered a public record and obtainable  
          upon request to any of the 43 consumer protection entities in  
          the Department of Consumer Affairs (DCA).  Six of these DCA  
          entities provide documents related to a pending investigation on  
          their websites, 2 publish supporting documents on final  
          decisions, and 21 entities provide a summary of the final  
          decision and order, and 14 do not publish any information on  
          their websites.  In addition to a summary of the final decisions  
          and order, the CBA also publishes supporting documents related  
          to a final decision on its website.  However, CBA does not  
          publish supporting investigatory documents related to pending  
          accusations on its website because the accusations may change or  
          be withdrawn during the course of their investigation and it may  








                                                                  AB 1005
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          not be in the public interest to publish information of such a  
          preliminary nature.

          The committee may wish to consider whether the bill should  
          clarify the publication of documents on CBA's website to include  
          preliminary disciplinary documents as part of an ongoing  
          investigation or such publication should be restricted to final  
          disciplinary decisions. 

           Related Legislation  .  AB 797 (Ma) of 2009 requires CBA to post  
          on its web site the text of disciplinary decisions for a period  
          of 10 years from the date the decision was issued.

           Support  .  The California Alliance for Retired Persons writes:  
          "Over the past number of years, there have been too many  
          examples of failures of the accounting profession to be  
          independent auditors of the financial statements of companies.

          AB 1005 tries to address these critical issues in two modest  
          ways.  First, it requires that the California Board of  
          Accountancy broadcast each of its board meeting live from its  
          Internet Website.  Second, it requires the California Board of  
          Accountancy to post on its Website any formal accusation filed  
          by the Board against a licensee."

           Opposition  .  The California Society of Certified Public  
          Accountants writes; "We are concerned that posting the  
          accusations will have irreparable impact on the ability of the  
          CPA to make a living even if the allegations contained in the  
          accusation are dismissed.   This is not an unprecedented  
          occurrence as in the last decade at least 9 accusations did not  
          result in discipline and in uncounted instances the allegations  
          were modified in some way. To tarnish the reputations of CPAs  
          who have not been afforded due process is unconscionable and  
          serves no valid consumer protection purpose."

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California Alliance for Retired Americans

           Opposition 
           
          Civil Justice Association of California








                                                                  AB 1005
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          California Society of Certified Public Accountants

           
          Analysis Prepared by  :    Ross Warren / B. & P. / (916) 319-3301