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Jill Marsh, CFA, works for Advisors where she manages various portfolios. Marsh’s godfather is an accountant and has done Marsh’s tax returns every year as a birthday gift. Marsh’s godfather has recently become a client of Advisors and asked specifically for Marsh to manage his account. In order to comply Standard IV(B), Disclosure of Additional Compensation Arrangements, she needs to: A. have her godfather cease doing her taxes. B. do neither of the actions listed here. C. liquidate from her personal portfolio any stocks her godfather owns and verbally tell her supervisor about the tax services. |