“Many CPAs do not understand how professional liability lawyers can assist them, or at least do not understand entirely,” writes Jonathan S. Ziss, a partner in Goldberg Segalla’s Professional Liability Practice Group. “Certainly, they may get you out of trouble, such as by defending lawsuits; but they are also skilled at helping you stay out of trouble in the first place.”

In the latest installment in Jonathan’s “Liability Lessons” column published by the Pennsylvania Institute of CPAs, he outlines a number of ways professional liability counsel can assist accountants in common scenarios that could lead to legal trouble — such as difficult client engagements, requests for returns and records, conflicts of interest, subpoena compliance, hacking and cyber mishaps, and more.

Read the article here:

• “Know When to Consult Your Professional Liability Lawyer,” Pennsylvania CPA Journal, Summer 2015
• This article may also be viewed in digital magazine format.