Like most professionals in the business of analysis and advice, financial advisors work with a great deal of data and files to provide services to their clients. From account statements, estate ...
Ronald C. Minkoff, a partner at Frankfurt Kurnit Klein & Selz, writes that few areas of professional responsibility law prompt as many inquiries from lawyers and clients as the seemingly simple act of ...
A question many practitioners may face is who “owns” the documents and other material made and stored during the course of a representation: the client, the attorney or the attorney's law firm? The ...
CCH s ProSystem fx Portal provides bidirectional file exchange capabilities for documents such as tax returns and financial statements. The service supports PDF files, Microsoft Excel spreadsheets, ...
Explain the difference between a client file and a client suitability report Describe what makes a good client file Identify areas to improve file quality Explain the difference between a client file ...
Financial planning licensees may have to curtail the practice of allowing authorised representatives to take both clients and client files with them when they move to new licensees. At the very least, ...
As the nation’s Baby Boomers retire, practice discontinuances and sales of all or part of CPA firms are on the rise. The rise in firm discontinuances and sales brings with it a host of practitioner ...
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