TUESDAY, FEBRUARY 19, 2019
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Risk Management Tip
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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
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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
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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
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Failure to Meet Time Deadlines
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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
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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
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Damages and Defense Expenses
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What damages are covered by the Travelers Professional Liability Policy? What damages are covered by the Travelers Professional Liability Policy?
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