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Advanced Estate Planning Conference 2016


05 - How CPAs Work With Lawyers


Jul 18, 2016 1:00pm ‐ Jul 18, 2016 2:15pm

Standard: $49.00

Description

Attorneys can be one of the biggest sources of referral business for the CPA, not just in estate planning, but in almost every area of practice. This session will take a multi-disciplinary approach to how CPAs and attorneys can best service their clients together. Attendees will:
• Learn about best practices in collaboration at the highest level between CPAs, attorneys and other professionals when performing estate planning services
• Review case studies in areas where CPAs and attorneys most commonly work together, including litigation, estate planning and business transactions
• Review the use of engagement letters, client privilege, the accountant’s work product and the responsibilities of the CPA when working with/for an attorney

Speaker(s):

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