In this video, Orange County attorney Andy Gale from Gale & Vallance explains why CPAs should not draft legal documents when forming corporations for their clients. He highlights the hidden risks of malpractice, liability exposure, and gaps in insurance coverage that many accountants overlook. This discussion also covers how improper corporate formation can jeopardize compliance and put both CPAs and their clients at risk. Watch now to learn the safe and professional alternative to protect your clients and your practice.
To see a transcript of this video, check it out here. For more details and in-depth guidance on insurance gaps for CPAs doing legal work, please visit our project page here.
