#112: Service Guarantee; Tax Penalty — Late reporting of a potential claim and a service guarantee caused a firm to miss out on insurance coverage, a deductible reduction, and valuable services.
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The 13th edition of the CPA's Guide to Effective Engagement Letters is now available for purchase from the publisher, CCH. Policyholders will receive a 20% discount from the publisher, and we will publish the order form including the discount on the Engagement Letter Resource... read more
By Josh Yager and Ryan Wolfshorndl, Anodos Advisors
So, you're a CPA and a trustee. You said "Yes" when your client asked, "Will you serve as my successor trustee?" We don’t need to belabor why you said yes, or whether you regret saying yes, or if your partners are ha... read more