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Bob Jennings, CPA, EA

Bob Jennings is a practicing CPA and the founder of Taxspeaker®, a continuing education company serving tax, legal and financial professionals in all 50 states and several foreign countries. Taxspeaker® is known for its industry-leading manuals, expert and energetic speakers, and award-winning research and compliance checklists and guides.
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Recent Posts

How to Spot Dangerous Clients
Posted by Bob Jennings, CPA, EA on Jul 25, 2018 5:42:00 PM

Not every client who walks through your door will be one you want to represent. Just because somebody is willing to pay for your services doesn’t mean it’s in your best interest to take their case.

In fact, your decision to decline a client may save you money (and a lot of trouble) down the line. From the high maintenance client to the truly malicious one, some people are just not worth the added stress and risk of a legal malpractice claim.

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Topics: Legal Malpractice

How to Spot Conflicts of Interest Before Taking a Case
Posted by Bob Jennings, CPA, EA on Jul 12, 2018 6:34:00 PM

A conflict of interest exists for an attorney “if there is a substantial risk that the lawyer’s representation of the client would be materially and adversely affected by the lawyer’s own interests or by the lawyer’s duties to another current client, a former client, or a third person.” Understanding how to spot potential conflicts can help reduce the chance that you’ll face a professional complaint or malpractice lawsuit.

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Topics: Lawyers Professional Liability, Attorney Professional Liability Insurance

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