In the Pennsylvania Institute of Certified Public Accountants’ Pennsylvannia CPA Journal, Goldberg Segalla partner Jonathan S. Ziss offers a lawyer’s perspective on the legal issues most frequently plaguing CPAs today, based on his own observations and discussions with his peers in the highest echelon of professional liability defense attorneys.
Jonathan — chair of the firm’s Management and Professional Liability Practice Group — not only identifies common legal problems, but also spotlights proven protections and defenses. His article touches on issues arising from tax preparation, auditing and attestation, cyberattacks and data breaches, and an all-too-common lack of clarity regarding responsibility in engagements with corporate and family clients.
Jonathan speaks from deep experience: He has represented local, regional and national accounting firms in a wide variety of matters and in a number of forums, including all forms of ADR. In professional negligence matters, he has represented accountants in lawsuits brought by former clients; by purchasers or sellers in disputes arising out of business combinations; by factors, banks, and other lenders; by creditors in bankruptcy and bankruptcy trustees; and by other affiliated professionals. In addition, Jonathan frequently represents accountants in investigations by federal, state, and local authorities, including the Internal Revenue Service, the FBI, and the Department of Labor, as well as investigations by bankruptcy trustees and creditors’ committees; and he has worked with accounting firms preparing for grand jury appearances.