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A family friend (lawyer) came to me with a laptop a couple weeks ago. She has all Macs in her office, except for one Windows laptop that she uses for a specific piece of software. After refusing Windows 10 updates for ages, it finally decided it was time to upgrade itself, and it went badly. It got stuck in a boot loop with the Windows 10 update only half baked, and I couldn't find any information about reverting to the previous system without actually being able to boot into Windows 10. I worked on that stupid laptop for hours trying half a dozen of the least destructive solutions first, but finally I had no choice but to put the laptop back to factory settings. Thankfully her software vendor had excellent support and was able to tell me exactly what needed to be backed up before wiping the system. I don't see how Microsoft can, in good conscience, be so heavy handed about an OS upgrade, especially without some method to revert to the previous system if the upgrade goes badly which is not an uncommon occurrence.

Just now I ran the never 10 tool (again !) and noticed 20,000+ files/folders with Win 10 . I took advantage of their secondary tool to remove all of those files/folders !!! Yeah !!!! Win 10 is disabled and nothing of Win 10 resides on my computer (or at least I hope that's true)

If Books and Pro are arguing over a sale price, the only thing that is important is the current fair market value. That would have nothing to do with old records. The succeeding accounting must any pertinent and timely information, not you. Your information is so old that it cannot still have any relevance. I would be very tempted to ignore everything about this unless served with a subpoena. If that were to happen, then I'd contact E&O. Please don't lose any sleep over this. The attorney fees start piling up and then 99.999% of the time they agree on some sort of settlement.

Catherine, Just a note to let you know, I'm on your side. This too shall pass. Terry

When in doubt, hug it out.

While my legal education does not extend past Perry Mason and Judge Judy, please don't take this as legal advice. But I feel compelled to give my opinion as I had a similar experience with H and W shareholders and it makes me angry seeing someone try to take advantage of a friend for their own gain, which is what Books is trying to (blaming you for his carelessness, ignorance, and greed). In my case I had all hard copies and notes, but as you say you had to make adjustments so wouldn't you be able to retrieve hard copies of the returns and amended returns if prepared? From your synopsis it appears your memory is good so why not re create notes, and explanations, especially the reason for Pro not being able to deduct losses, from your knowledge of what Books was telling you and the continuous statements from Books of unreported loans and other items. I don't think this is a violation of 230 as they are both questioning and answering the same situation, I don't see it as talking about one without the other's permission. I think your being prepared will show them they are barking up the wrong tree.. Getting a consultation from an attorney and speaking with your E&O will give you good preparation as to what you might expect and what you should do. Count me in for the drive by if needed, and let me know if you need me to call Brooklyn. It's not you, it's them. Good luck, Bill