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Travelers Insurance

Risk Management Tip

Client screening and selection is the first and most important step for an accounting firm to take as part of an effective risk management program.

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Tips from the Bar

In this month’s Tips from the Bar, Peter L. Garchie, Esq. and James McDonald, Esq. of Lewis Brisbois Bisgaard and Smithboth from Gallagher Sharp, LLP, answer this question: “What are CPA requirements in serving tax clients when a married couple begins divorce proceedings? Can we serve both?”

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News from the Profession

In this issue, Andrew Mintzer, CPA of Hemming Morse, LLP discusses the APCPA’s development of a Cybersecurity Risk Framework.

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Claim Study

Failure to Meet Time Deadlines

The preparation of tax returns requires accountants and enrolled agents to comply with strict federal, state and local deadlines including the filing for extensions.

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Ask Adele

In this month’s feature, Adele responds to the question: “What purpose does an indemnity provision serve and should I include one in my engagement letters?”

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Understanding Your Policy

Damages and Defense Expenses

What damages are covered by the Travelers Professional Liability Policy? What damages are covered by the Travelers Professional Liability Policy?

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