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On Demand
Included in
Essentials and Plus
Ethics for Small Firm & Solo Practitioners: Common Challenges & Careful Compliance
What You'll Learn AI-Generated
- 1 When an engagement or fee arrangement must be in writing and how to document scope and fee changes
- 2 Which cybersecurity controls and informed-consent steps satisfy the reasonable-effort duty in remote practice
- 3 How to handle client funds and property: separate trust accounts, complete ledgers, and regular reconciliations
- 4 How to control workload and supervise staff to avoid neglect, missed deadlines, and disciplinary risk
"Clear, practical ethics guidance for small-firm and solo practitioners, using case examples and ready-reference materials for immediate use."
Based on transcript analysis and 97 reviews
Overview
Intermediate
This course includes:
- 1.2 hours on-demand video
- Certificate of completion
- CLE credits and reporting (if applicable)
- Closed captions
- Desktop & mobile access
CLE Credits
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