In the defense of a professional liability claim, CPAs should know the critical role played by engagement letters. Engagement letters help define the scope of services, manage client expectations, ...

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 ...

With a dramatically declined M&A market,[1] companies continue to conduct sales processes, and transactions are being consummated despite the difficult economic environment. In this challenging ...

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 ...

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 ...

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 ...