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Staying out of court
Hell hath no fury like a client with an aggressive lawyer, so accountants need to take some proactive steps to protect themselves and their firms against lawsuits.


David Lo Verso, vice president of underwriting for accountants’ and wealth advisors’ professional liability insurance at Jorgensen & Co., offers seven best practices – things to do and things not to do – to help safeguard yourself in this litigious age.



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