Q&A with CAMICO Board Member Greg Regan CPA, CFF, MBA
Regan was elected to CAMICO’s Board of Directors on June 13, 2023.
Accounting
January Tip of the Month – Helpful Documentation during Tax Season
CAMICO has been developing risk management solutions for CPAs for more than 37 years, and we recognize and understand the challenges facing CPA firms navigating each tax season’s nuances. Below are helpful documentation tips to get you through tax season: Engagement letters. While engagement letters won’t immunize you from lawsuits, they can be your first line … Read more
5 Warning Signs of a Claim
Even when covered by insurance, claims can have a significant impact on your practice in terms of time, money, professional reputation, and peace of mind. By knowing the warning signs of a claim, and calling your risk advisor early on, you can help minimize the impact of lost billable hours, revenue and sleep. What are … Read more
Plan Ahead: Practice Continuation for Small Firms
By Suzanne M. Holl, CPA No one likes to think about it, but as we age, some of us … Read more
Engagement and Disengagement Letter Essentials
By Suzanne M. Holl, CPA Engagement and disengagement letters are two of the fundamental building blocks … Read more
Trustee Red Flags and Best Practices
Many clients look to CPAs as the natural choice to fulfill the trustee role, manage the assets, and carry out client wishes. For CPAs good at managing and minimizing the unique risk attributes of a trustee role, trustee work can be satisfying and rewarding. On the other hand, if a CPA underestimates trusteeship risk, what … Read more
