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 ...

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 ...

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 ...

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 ...

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.

Finding an advisor you like is one thing. Working with that person to achieve your financial goals requires a clear agreement that outlines the roles, responsibilities and expectations incumbent upon ...

Even in jurisdictions where they are not required by law or the ethics rules, engagement letters have become a key component in every law firm’s toolkit. They have also become increasingly detailed, ...

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 ...

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 ...