Welcome to the Berkley Select Accountants Risk Management Resource Center
This website is designed to help you understand, prevent and manage potential lawsuit risk areas within your accounting business.
Presented jointly by Berkley Select and national law firm Wilson Elser, LLP, this site offers practical guidance on professional accounting best practices. On this site you will have access to valuable advice, articles, best practice guides, sample letters and forms, claims assistance and more.
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Our experts are highly experienced and have extensive working knowledge of the Accountants Professional Liability (APL) field.
Through this site, they provide risk management tools that help accounting professionals identify their exposures and identify ways to protect themselves.
How the Engagement Letter Can Be an Accountant's Best Defense
October 9, 2024
Author: Kevin Shaftan
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View Kevin Shaftan’s (Associate-New York, NY) video as he discusses the Corporate Transparency Act and the Beneficial Ownership Information (BOI) reporting deadlines and how accountants can use the engagement letter to defend against professional liability claims.