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  1. Do’s and don’ts of due diligence

    Jun 1, 2014 · Do’s and don’ts of due diligence Last in a series: The when, what, and how of making sure everything checks out in a merger.

  2. Financial planning: Remember to plan for risk - Journal of Accountancy

    Mar 1, 2020 · CPA financial planners must carefully document for clients all risks associated with recommended investments.

  3. Frequently asked engagement letter questions - Journal of Accountancy

    Sep 1, 2021 · This one-stop guide includes common engagement letter questions and resources to help answer them.