Is it surprising that a disgruntled client sued Bob for legal malpractice? After all, Bob has been consistent—he always makes mistakes and his clients always bear the brunt of these mistakes. At least ...

Companies often hire investment bankers for capital fund-raising and M&A activities, and these investment bankers can be very valuable partners. In order to expedite the process and ensure that ...

Engagement letters may be viewed as merely administrative items, which sometimes results in attorneys giving them little thought. However, a well-prepared engagement letter can a singularly strong ...

Imagine that you’re leaving home to head to the office or a client site, or maybe you’re just running out quickly to get a gallon of milk. You get in the car. What’s the first thing you do before ...

Why should CPAs use engagement letters? The reasons are many and varied. Professional standards require an engagement letter for attest services. Standards for other services require the CPA to ...

I do not need to read how the number of cases lodged against brokers for professional negligence or malpractice is growing, although I have read such stories. I see this reality as I speak to brokers ...