Harassment Prevention in the Workplace
By Emily Franchi
15
May
15
May
California Consumer Privacy Act—Just the Beginning
With data privacy protection initiatives spreading across the U.S., it is important for CPA firms to continue developing a set of best practices to ensure the privacy and security of the personal information they collect, use, or store.
15
May
Trustee-Related Claims Trends
Many clients look to CPAs as the natural choice for the role of "trustee" to manage the assets and carry out their clients’ 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 CPAs underestimate trusteeship risk, what may appear to be a safe and simple role can become a Pandora’s box of sibling rivalries, aging parental battles, competing interests, disruptive lawsuits, and financial losses.