Legal Docs Coverage – is your Firm’s But* Covered?

Tax Insights


Presented by: Joti Vallach, CPA (SA)


You hear the talk – “working ON your business versus working IN your business” … but the demands on your time and energy make that a challenge, correct?  Well, Joti understands this, but she has endeavored to put certain documents in place that she believes her firm needs – and yours might, too!

Join Joti as she takes you through important documents, such as:

  • Employment Contracts (protecting yourself, your company, and your employees)

  • Subcontractor Contracts (protecting yourself, your company, your clients, and the subcontractors)

  • Letters of Engagement (what is crucial versus what is nice to have – and what to look out for)

  • Non-Compete Agreements (what you can expect versus what you can hope for).


This session will provide you with valuable insight from Joti on what she has learned works for her firm, and some great take-aways to help you improve your but* coverage!

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