Impact #103 - CAMICO Policyholder Social Media Survey
Be Among the 25 Respondents to Receive a $10 e-Gift Card
05
Feb
13
Jan
CAMICO War Story: Tax return preparation and non-filing of FBAR form. January 2015 – Tip of the Month
“War Stories,” drawn from CAMICO claims files, illustrate some of the dangers and pitfalls in the accounting profession. All names have been changed.
Situation
When James Clay, CPA, put together his clients’ tax organizers and questionnaires, he included the question regarding whether the client had “a financial interest in, or signature or other authority over, any financial accounts (including bank, securities, or other financial accounts) in a foreign country, exceeding $10,000 in the preceding calendar year.”
10
Dec
5 Reasons to Disengage From a Tax Client
Now is a good time to screen tax clients for potential problems. There is still time before tax season for a client to replace you in the event you decide to disengage. Client screening is excellent risk management as well as practice management.
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Latest Articles
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17 Jan
War Story #116
War Story #116: Business Management/Accounting Services, Wire Transfer Fraud
Sophisticated hackers can cause a lot of trouble, damages, and wasted time if precautions are not taken to avoid their traps.
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17 Jan
Human Resources Policies and Forms: The Backbone of the Firm
By Emily Franchi
#MeToo, Ban the Box, and the Second Chance Act are just a few of the movements and laws that have changed legislation and required employers to update policies and practices. As federal, state and local governments pass new employment laws and update e... read more -
17 Jan
California Assembly Bill No. 5 — Worker Status: Employees and Independent Contractors
On September 18, 2019, California Governor Gavin Newsom signed into law Assembly Bill 5 ("AB 5"), which establishes a three-pronged test that a business must satisfy to maintain that a worker is an independent contractor for employment purposes in the state. This bill becomes effective ... read more
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