Attorney Professional Liability Resources
Massachusetts CMR17
Effective March 1, 2010, CMR 17 establishes a standard set of regulations on how businesses protect and store Massachusetts residents’ personal information. Learn more.
Worcester County Bar Association
NAPLIA is pleased to be approved by the Worcester County Bar to provide their members with an exclusive and comprehensive professional liability program. If you are a Worcester County Bar Member learn more.
More Resources
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Lender's Request for Self-Employed Status
A recent trend, has been for Financial Institutions to request, from accountants, for verification of client's self-employed status. Read more and get sample wording.
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Record Retention - policies, resources, faqs
There are very few rules established in law for file retention by accountants.* However, this information is intended to help provide some guidance in developing internal record retention standards for your firm.
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Alternative Dispute Resolution Language
Sample alternative dispute resolution (mediation / arbitration) language to include in your engagement letters.
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Tips, Best Practices & Advice
Tips, Best Practices, and advice directly from Professional Liability experts. NAPLIA is prominently featured in this article from Practical Accountant. "Engagement Letters may be one of the most important elements in the defense of a malpractice claim" Gary Sutherland, CEO - NAPLIA
