When it comes to providing professional services to your clients, who you know can be just as important as what you know. Being able to refer your client to an attorney who can help answer a legal question, an accountant who can address a tax problem, or to a...
The responsibilities of accountants, financial planners and lawyers often overlap. When these parties work together, the results can be harmonious. You can rest assured that you’re receiving thorough, well-researched advice concerning your tax, financial and...
Oftentimes, tax and financial issues can intersect with legal issues. It can be tempting for accountants and financial planners to field legal questions in an effort to better meet the needs of their clients. However, doing so may cross the line into providing legal...
The duties and responsibilities of accountants and business law attorneys often overlap. Sometimes, the lines become so blurred that it’s difficult to see when professional legal help may be necessary. If there is ever any question concerning whether to involve...
