The Balance Sheet
November 2020
A risk management publication for accounting professionals
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Risk Management Tip
Managing Risk in the Time of COVID-19: Tips for Accounting Professionals
Accounting professionals are not immune from the rapid changes sparked by COVID-19, including the impacts on deadlines, responsiveness, and the services required by clients.
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Tips from the Bar
In this month’s Tips from the Bar, John Rogers, Esq., Copeland Stair Kingma & Lovell discusses Exposures for Conservation Easements
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Claim Study
The Importance of Advising Your Clients of their Obligations
It is important that you advise your clients of their obligation to review and approve of tax returns you prepare on their behalf before they are filed.
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News From the Profession
Electronic Tax Filing and Remote Notarizations: Compliance & Risk Factors Regarding E-Signature Use
As entities worldwide rely on a remote working environment in response to the pandemic, the usage of e-signatures has become a staple in every business sector of the economy.
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Ask Adele
In this month’s feature, Adele responds to the question: I made an error preparing my client’s tax return, can I offer to pay my client’s penalties and interest before I place my insurance carrier on notice?
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Risk Management Highlight
The risk of liability for an accounting firm can be even greater if that firm has access to client funds
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