Travelers Logo


The Balance Sheet

June 2019


A risk management publication for accounting professionals





Risk Management Tip


Spend Time on Your Firm’s Risk Management Plan During the Off-Season

There are many things you can do with your time during the off-season, but perhaps none more important than re‑assessing and re-vitalizing your firm’s Risk Management Plan.

Read more»



Tips from the Bar


In this month’s Tips from the Bar, Nancy M. Reimer, Esq. of Freeman Mathis & Gary, LLP, answer this question: “What are some things to consider when disengaging from a client, and what is the best way to go about doing it

Read more»



News from the Profession


Kovel Agreements

The Kovel Rule, which originated back in 1961, is founded on the legal principles of lawyer-client privilege and confidentiality.

Read more»



Claim Study


Failure to Document and Perform Due Diligence

An accountant was asked by his client to review an audited financial statement to provide an opinion whether there was adequate collateral to secure an investment in a company.

Read more»



Ask Adele


In this month’s feature, Adele responds to the question: “Does my professional liability policy respond in the event my accounting firm experiences a data breach or other cyber event?”

Read more»



Understanding Your Policy

Your Duties in the Event of a Claim

As an expert in the accounting business, you are often able to resolve these types of issues and bring the engagement to a favorable conclusion.

Read more»



Legal Section

Travelers Logo


Share |

No Comments

Post a Comment
Required (Not Displayed)

All comments are moderated and stripped of HTML.
Submission Validation
Change the CAPTCHA codeSpeak the CAPTCHA code
Enter the Validation Code from above.
NOTICE: This blog and website are made available by the publisher for educational and informational purposes only. It is not be used as a substitute for competent insurance, legal, or tax advice from a licensed professional in your state. By using this blog site you understand that there is no broker client relationship between you and the blog and website publisher.
Blog Archive
  • 2019
  • 2018
  • 2017
  • 2016
  • 2015
  • 2013
  • 2011

View Mobile Version