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Wednesday, August 4, 2021 SESSION 5: Risk Management For Accountants-- Part 1 (1 CPE) Presenter: Ralph G. Picardi, Esq. This is a 50-minute webinar led by Ralph G. Picardi, Esq., a former CPA whose law practice is dedicated to defending and advising accounting firms and their insurers on professional liability matters. READ MORE >>
Thursday, July 29, 2021When client expectations differ from the result it’s not uncommon for a client to sue and/or allege attorney malpractice. Beginning with the initial client intake explain the legal services provided and never leave the provided services open to interpretation. READ MORE >>
Wednesday, July 28, 2021It would be nice to tell you that great client selection prevents a client from hell. Unfortunately, there is no guarantee that even when you decline to represent the prospective client you will not be sued. The claimant might be the opposing litigant. READ MORE >>
Tuesday, July 27, 2021A small law firm partnership can be like a marriage. Through good and bad times many partnerships stick together and work things out. But when things go bad in a law firm between attorneys, they can really go bad. Once communication breaks down it can lead to more drastic actions. READ MORE >>
Monday, July 26, 2021When essential information is not provided, the quoting agent assumes. Remember it is not just the quoted premium. Coverages do matter. No one wants a quote with the wrong insurance coverages. The attorney malpractice application is essential for underwriting and quoting a law firm but the declarations page with the policy endorsements provides the rest of the story. READ MORE >>
Monday, July 26, 2021 READ MORE >>
Thursday, July 22, 2021We often tell insured how important prior acts coverage is, but what does it cover? Attorney malpractice insurance is written on a ‘Claims-made’ policy form. ‘Claims-made’ coverage in its purest form only provides coverage for covered acts that that occurred and were reported during the policy period. READ MORE >>
Wednesday, July 21, 2021Why are malpractice insurers concerned about case sharing case and client referrals? Any time a law firm shares a case with another attorney or refers the case out to another firm, the original law firm continues to have exposure for this case. READ MORE >>
Wednesday, July 21, 2021 IRS Section 7216: Everything CPAs and Accounting Professionals Need to Know 7216 is a criminal provision that prohibits tax return preparers from knowingly or recklessly disclosing or using tax return information READ MORE >>
Friday, July 16, 2021By buying business insurance, you take a big step to secure your finances and create a strong risk management strategy. After all, you never know when a single incident like a fire or break-in could devastate your business and cost you a fortune. READ MORE >>
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