Thanks, Doug. I am actually try to help some CPAs who are working in the
finical professional role draft a client fee engagement letter appropriate to
the process. Their current agreement seems intimidating and hard to understand
from a layman perspective with all the “we are not doing this service” language
in CPA jargon. It seems even more daunting than lawyer legalize :). Just
looking for a friendly way of meeting the same goal.
Thanks for the help offered so far by the list serve folks!
Kim
Kim Gordon
503. 539 .0388
kim@xxxxxxxxxxxxxxxxxx<mailto:kim@xxxxxxxxxxxxxxxxxx>
pdxcollaborativedivorce.com<http://pdxcollaborativedivorce.com>
7450 SW Beveland St, #100
Portland, OR 97223
On Feb 1, 2019, at 06:50, 'Douglas J. Sanderson'
dsand@xxxxxxxxxxxxxxxxxxxxx<mailto:dsand@xxxxxxxxxxxxxxxxxxxxx> [CollabLaw]
<CollabLaw@xxxxxxxxxxxxxxx<mailto:CollabLaw@xxxxxxxxxxxxxxx>> wrote:
If you mean for the financial neutral to sign up into the collaborative
divorce, it’s part of the overall collaborative participation agreement, Kim.
If you mean a “regular” fee agreement, why not just ask a CPA you know? (I
don’t have a form agreement for that available.)
~~~
Douglas J. “Doug” Sanderson
Attorney at Law
[McCandlish & Lillard]<http://mccandlishlawyers.com/>
11350 Random Hills Road | Suite 500
Fairfax, Virginia 22030-7421
tel (703) 934-1122 | fax (703) 352-4300
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On Feb 1, 2019, at 12:55 AM, Kim Gordon
kim@xxxxxxxxxxxxxxxxxx<mailto:kim@xxxxxxxxxxxxxxxxxx> [CollabLaw]
<CollabLaw@xxxxxxxxxxxxxxx<mailto:CollabLaw@xxxxxxxxxxxxxxx>> wrote:
Collaborative Colleagues,
I am looking for some Fee Agreement examples for the Financial Professional.
I’m particularly interested in ones appropriate for use by a CPA. Would anyone
be willing to share or point me in a direction for a resource? I was not able
to find anything on the IACP website.
Thank you in advance,
kim
~
Kim Gordon
503. 539 .0388
kim@xxxxxxxxxxxxxxxxxx<mailto:kim@xxxxxxxxxxxxxxxxxx>
pdxcollaborativedivorce.com<http://pdxcollaborativedivorce.com/>
7450 SW Beveland St, #100
Portland, OR 97223
