Practitioners Emergency Assistance Plan

Practitioners Emergency Assistance Plan (PEAP) Checklist

As members in public accounting firms get older, the requirement to start thinking about the transition of the public accounting firm and succession of clients should they no longer be capable of carrying on becomes more important. That succession process is greatly assisted through the preparation of the PEAP. The objective of the PEAP is to provide CPA Alberta with guidance to allow them to assist in the administration of your firm during the emergency transition period. The underlying checklist forms the basis of the PEAP and was previously included in the publication, Succession Planning Toolkit, Leveraging a Life’s Work by Dr. Steven J. McIntyre-Smith, Ph.D, MIDM.

PEAP Checklist 2022 

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