Unblurring the Lines Between Legal and Expert Opinions

Session Date: 
Nov 14, 2017 - 3:15pm4:30pm

Session Tracks:

Many types of cases involve review of contracts, operating agreements, and other legal documents. This session will discuss specific pitfalls CPAs should be aware of, and what protective measures should a CPA consider to disarm attacks that the CPA/expert is playing the role of the lawyer or trier of fact.

  • Identify the boundaries between expert & legal opinions
  • Learn the permissible areas for expert testimony
  • Understand steps the expert can take to avoid unforced errors

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