Many types of cases involve review of contracts, operating agreements, and other legal documents. This session will discuss specific pitfalls CPAs should be aware of, and what protective measures should a CPA consider to disarm attacks that the CPA/expert is playing the role of the lawyer or trier of fact.
- Identify the boundaries between expert & legal opinions
- Learn the permissible areas for expert testimony
- Understand steps the expert can take to avoid unforced errors