Professional Advice
Written by Sara
Updated over a week ago

Unless you are otherwise licensed you should not offer any medical, tax, accounting, financial, or legal advice. You must disclose your licensing status under your biography. Your clients should be encouraged to consult with their accountant attorney, physician, or financial advisor for advice on your topics. Specific advice on any subject is considered professional advice.

For example, generally stating that there are tax deductions available to individuals who own businesses is general advice a lay person can discuss. On the other hand, conducting a detailed conversation with a client about how to create an individualized and specialized tax plan for their business is professional advice.

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