“As many Certified Public Accountants and Public Accountants have come to know in their professional practice, clients or former clients may request that working papers be turned over or provided from their file contents either to them or to a successor practitioner. What do you do?”

Jonathan S. Ziss, a partner in Goldberg Segalla’s Professional Liability Practice Group, co-authored this article examining critical legal and regulatory issues for CPAs and public accountants when handling such a request.

Read the article here:

• “Who Owns the Working Papers,” Pennsylvania State Board of Accountancy Newsletter, February 2013