The early stages of selling a business are an exciting and busy time. During this time, among many other important decisions, a business owner must decide whether or not to engage an investment banker ...

Failure to advise clients (or providing improper advice) is the most frequent cause of claims in the AICPA Professional Liability Insurance Program. Often, these disputes are a result of ...

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 ...

An engagement letter is a contract, presented in the friendlier, easier-to-understand form of a letter. It is a tool often used by provider's of professional services, such as lawyers and CPAs, to ...

Your first tool to secure business and your first shield of protection if that business goes sour depends on essential ingredients, according to preparers speaking about good engagement letters.

An engagement letter for auditing serves several purposes. For both the auditor and the client, it identifies the scope of work to be performed, the timeline in which it will be provided, the ...

The CFP Board has released two sample client engagement letters that are designed to help certificants comply with the board's new code of ethics. The letters were drafted with input from CFP ...

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 ...

The CFP Board has released two sample engagement letters that CFP professionals can use to help inform clients on information they are required to provide under its Code of Ethics and Standards of ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Joint representation of married couples—and increasingly, unmarried romantic partners—is a routine practice for most estate planners, and the model is often cost efficient and facilitates a ...