TUESDAY, JUNE 25, 2019
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The Balance Sheet
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June 2019
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A risk management publication for accounting professionals
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Risk Management Tip
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Spend Time on Your Firm’s Risk Management Plan During the Off-Season
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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.
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Read more»
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Tips from the Bar
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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
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Read more»
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News from the Profession
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Kovel Agreements
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The Kovel Rule, which originated back in 1961, is founded on the legal principles of lawyer-client privilege and confidentiality.
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Read more»
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Claim Study
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Failure to Document and Perform Due Diligence
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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.
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Read more»
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Ask Adele
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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?”
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Read more»
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Understanding Your Policy
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Your Duties in the Event of a Claim
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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.
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Read more»
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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.
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