Working with a money professional requires much more than simply turning over your records to a financial advisor with a Midas touch. Rather, the relationship between a financial advisor and you, the ...

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 ...

A CPA firm prepared tax returns for an individual and his two businesses (Business A and Business B), all of which had separate, signed engagement letters for the return preparation work. The client ...

WASHINGTON, Nov. 12, 2020 /PRNewswire/ -- Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has made available two sample engagement letters to its more than ...

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 ...

The American Institute of CPAs has developed a new online practice aid that provides customizable sample letters and expert commentary to guide accounting professionals as they lay out terms and ...

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 ...

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 ...

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 ...