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More about engagement letters

  • January 19, 2022

In this sidebar to "Engagement letter essentials," learn about additional factors when crafting engagement letters, such as creeping engagement, insurance coverage, 和家臣. Continue Reading

Buying/Selling a CPA firm or small business

  • January 4, 2022

The first article in a two-part series outlining general considerations for a buy-sell transaction for a CPA firm. This first part examines the transaction from the seller-perspective. Part two coming Spring 2022 will focus on the buyer's perspective. Continue Reading

More about responding to subpoenas: A guide to documentation

  • October 28, 2021

While it is inexpensive for a lawyer to serve a subpoena, it is expensive and labor intensive – particularly for professionals like CPAs – to respond to them. 幸运的是, with a little work on the front-end, professionals like CPAs can be better prepared to respond to subpoenas. Continue Reading

How to respond to subpoenas

  • October 27, 2021

CPA firms are often uncertain about whether or how to respond to a subpoena, as they also need to comply with a number of rules and regulations that are intended to protect client confidentiality. The following Q&A focuses on understanding the nature of subpoenas and how CPA firms can minimize their professional liability exposures when responding to them. Continue Reading