This article was authored by Jonathan S. Ziss and published by the Pennsylvania CPA Journal.

“CPAs cannot practice in any area that falls under the purview of “the law.” It is prohibited. Therefore, it is important for CPAs to identify the boundaries established for the practice of law in those areas where CPAs might find themselves working, whether on their own or in collaboration with counsel. A clear understanding of this boundary can keep a practitioner away from a particularly nasty form of trouble, the unauthorized practice of law. A clear understanding of the demarcation can help facilitate collaboration and strategic alliances between attorneys and CPAs that best serve their clients.” …