The CFP Board has released two sample engagement letters that CFP professionals can use to help inform clients on information they are required to provide under its Code of Ethics and Standards of ...

The letters you send to clients announcing a merger or acquisition should reassure in order to retain. These samples suggest what to say to clients of the predecessor and successor firms: We are ...

A business letter is a document that is used for formal correspondence between an organization and its clients, employees, partners or other stakeholders. The formality of the business letter often ...

Business letters are used to summarize meeting discussions, introduce new information and to set policies and procedures. Businesses use both postal mail and digital mail correspondence. Whenever a ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. As straightforward as a business ...

The guide, Compilation and Review Engagements, is aimed at CPAs at smaller firms that perform financial audits to help them comply with the AICPA s new engagement letter requirement. During the ...