CLAIMS HANDLING APPROACH
In spite of a CPA’s best intentions, there is always the potential for an error, omission, ... read more
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
