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William,
Our firm's standard conflict report does include all matters related to a client-level hit. These reports go to our General Counsel's office, which clears all conflicts (attorney's get a courtesy copy of the report, but don't do the actual clearance).
Pilar C. McAdam, CRM
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Los Angeles, CA
Circular 230 Notice: In accordance with Treasury Regulations we notify you that any tax advice given herein (or in any attachments) is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of (i) avoiding tax penalties or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein (or in any attachments).
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