Register for our Email Newsletter | Register

Engagement Letter Resources

Engagement Letter Resources

NAPLIA's Professional Liability Blog

NAPLIA strongly believes that education / information is your best defense in guarding against professional liability claims.  In addition, we want to see your business prosper.  Our Professional Liability Blog is updated regularly with information essential to the management and growth of your practice.

Visit NAPLIA's Professional Liability Blog Now.

 

Additional Articles & Resources

  • Why Engagement Letters are Essential to your Practice  

    As the title implies, you should truly consider engagement letters essential to every service that you provide.  This is regardless of the extent of the service, or the length of time that you have known the client.

  • What to do if you have a Client Data Breach

    It seems that personal information (social security numbers, credit card numbers, bank account numbers, even name and address) is one of the few things that is increasing in value these days.  And, you likely have some form of your client's personal information in your possession.  What do you do if this data is compromised?

  • Report of Foreign Bank and Financial Accounts - FBAR

    The IRS has announced a new 2011 Offshore Voluntary Disclosure Initiative that runs through Aug. 31, 2011.  Learn more about FBAR including important sample FBAR wording to add to your engagement letters.

  • Social Media for Professionals - Managing your Risk

    NAPLIA provides you extensive resources on understanding and expanding Social Media opportunities for your firm.  As well as, understanding what exposures it creates and how to manage them.

  • Trustee Liability and Exposure

    If you have been asked to, or are currently acting as, a Trustee you will want to understand if this is covered under your Professional Liability policy.  In addition, you will want to understand what is the potential exposure and what steps you can take to mitigate.

  • Naming your client as an additional insured

    You may have clients that request you include them as an additional named insured on your professional liability policy.  They believe that being included as a named insured or additional insured, provides them further protection should a claim arise.  This may be true for some forms of insurance, but it can be exactly the opposite for professional liability polices.