Financial or other relationships with relevant (opposing) nonclients

No representation of opposing parties in litigation is allowed. Representation following disclosure and consent of both parties at other times is allowed.

Few restrictions.

Disclosure and consent of all interested parties are required.

Such relationships are generally prohibited. Exceptions (such as testifying in court as an expert witness) are allowed with full disclosure and consent.

Sponsorship of CPE

CPE is usually paid for by the lawyer or his or her firm.

CPE is paid for by the accountant or his or her firm. CPE is not approved if it is “devoted to the promotion of particular products or services.”

AIA or NCARB provides CPE. CPE is paid for by the architect or the firm when it is not provided for free.

CPE is primarily required for a PE license, generally state certified. Most engineers are not required to take CPE, but whether it is required or not, it is generally paid for by the engineer or the employer.

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