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Responsibilities to Clients When a CPA Firm Is Merging or Acquired

Puzzle pieces

Arthur J. (Kip) Dellinger, Jr., CPA It is not news to CPAs and their firms that the profession began undergoing an enormous consolidation a few years ago, which is expected to accelerate over the next several years. This is a result of many factors — retirement planning, monetizing of client values, staggering advances in technology, … Read more

Cyber Exposures … the Saga Continues

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There appears to be a new cybersecurity story in the news every day, from attacks on major infrastructure to small companies being held for ransom. Therefore, it should be no surprise to anyone that CAMICO is also seeing an uptick in the number of cyber-related claims impacting CPA firms and unfortunately, the severity of these … Read more

Claim Chronicles 121-A

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*Previously known as War Stories Topic: Phishing, Social Engineering Scheme Services: Auditing Steve Ryckman, managing partner of Ryckman-Harris & Associates, is alerted one day after receiving a call from a firm employee who asked if he requested to share a file with her (via email) from a file hosting service. Because he hadn’t, the firm’s … Read more