Blog | Page 18 | CAMICO®

Typical insurers cut down points of contact with policyholders in an attempt to reduce claims and their staffing needs.

30 Nov

Five Things to Look For in a CPA Insurance Provider

Accountants face unique challenges when it comes to CPA liability insurance, and finding the right provider can be difficult. However, a knowledgeable and experienced industry veteran can help you decide on the right company to trust with your insurance and risk management program. Below are five major factors that CPAs should consider.

Make sure your broker and insurer know the business.

By Loss Prevention... 0 Comments Read more...

10 Nov

Reasonable Accommodations for Employees

During the Great Recession, the total number of discrimination charges filed with the U.S. Equal Employment Opportunity Commission (EEOC) by individuals soared from about 75,000 in 2006 to almost 100,000 in 2010, and then leveled in 2014 and 2015 to just under 90,000.

The increase in charges can be attributed to a number of factors, but two that stand out are:

employees have become more willing to file charges against employers, and

By Loss Prevention... 0 Comments Read more...

Done effectively, a disengagement can leave your client feeling that you have acted in the best interests of both parties.

12 Sep

How to Handle Problem Clients

Problematic or less-than-desirable clients may be keeping your firm from developing the clients it wants. An excellent way to identify those clients is to re-evaluate your client relationships on a regular basis, at least annually. Re-evaluate tax clients while there is still ample lead time before tax season for a client to replace you in the event you decide to disengage.

By Loss Prevention... 0 Comments Read more...

Latest Articles

15 Mar

Tax Tip – Documenting Advice and Decisions

All significant client meetings should be documented with a written description of the subjects discussed at the meeting. This will help ensure that both you and the client are proceeding with the same expectations and assumptions.
... read more
13 Feb

Tax Tip – IRS Warning and Tips to Prevent Phishing Scams

The IRS issued a warning this month in response to a scam that began with data stolen from tax professionals’ computers. The IRS also recommends steps that practitioners should consider to secure their data. Also included are CAMICO risk management tips.

... read more
18 Jan

Michael Ryder Joins CAMICO as Vice President of Sales, Marketing and Communications

CAMICO, the nation’s largest CPA-directed program of insurance and risk management for the accounting profession, has appointed Michael Ryder as Vice President ... read more
15 Jan

Avoiding Conflicts of Interest

Preparing tax returns for a married couple getting a divorce, or for business owners or partners in dispute, are highly charged situations that can present potential conflicts of interest. What’s the best way to navigate such situations?

Friendly divorcing couples might ... read more

Search form

Five Things to Look For in a CPA Insurance Provider

Make sure your broker and insurer know the business.

Reasonable Accommodations for Employees

How to Handle Problem Clients

Pages

Latest Articles

Tax Tip – Documenting Advice and Decisions

Tax Tip – IRS Warning and Tips to Prevent Phishing Scams

Michael Ryder Joins CAMICO as Vice President of Sales, Marketing and Communications

Avoiding Conflicts of Interest

Preparing tax returns for a married couple getting a divorce, or for business owners or partners in dispute, are highly charged situations that can present potential conflicts of interest. What’s the best way to navigate such situations?

Headquarters