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15 Aug

How to respond to subpoenas: Get professional help.

A subpoena is usually a formal request for documents and/or appearance, typically requested by an attorney in the course of litigation, or by a government agency in the course of a criminal or civil investigation. Facing a subpoena can be daunting. CPA firms are often uncertain about whether or how to comply with a subpoena while complying with a number of rules and regulations that are intended to protect client confidentiality.

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(Some) ransomware is technically advanced and has no known fix, except for the victim to rely on current backup files and backup services.

03 Aug

Ransomware and Cyber Risk Management

Ransomware and cyber extortion represent one of today’s more malicious types of hacker attacks. It sneaks into computer systems, encrypts files, and demands a ransom before decrypting the files. A major problem is that ransomware does not always decrypt files even after the ransom is paid. Being prepared and taking precautions against cyber risk exposures such as ransomware is therefore essential. Otherwise, you’re at the mercy of criminals who prey on unprepared and unsuspecting businesses and individuals.

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25 Jul

Helping Clients with Legal Services

Some clients will ask their CPA to assist them with the preparation of documents pertaining to the formation or liquidation of corporations, partnerships, estates, trusts, or other entities that require organizational documents. At other times clients will ask for help with documents pertaining to mergers, acquisitions, dissolutions, employment, severance, compensation, or stock option plans.

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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.
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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.

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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

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How to respond to subpoenas: Get professional help.

Ransomware and Cyber Risk Management

Helping Clients with Legal Services

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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?

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