Sharing Engagement Letter Info without affecting Confidentiality

[Tumbuktu]

Thanks folks. So a statement like 'My total income from all my clients from Jan 01, 2023 to Jan 31, 2023, was $(Exact Amount)' would not be violation of the contract

 

[Mark K]

Thanks folks. So a statement like 'My total income from all my clients from Jan 01, 2023 to Jan 31, 2023, was $(Exact Amount)' would not be violation of the contract

No, it would not be a violation.

If you talk to your attorney, ask him to explain the confidentiality section of your LOE and confidentiality, in general, as required by USPAP.

 

[Fritz in NY]

Atty knows USPAP, Ha Ha, never happen, unless that is all they do. Everyone here always say's "Talk to an Attorney", my brother inlaw has been an atty for 40+ years.
He has never heard of USPAP.