By evaluating all potential new clients and re-evaluating all current clients on a regular basis, at least annually, the firm is able to consider
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You will find a wealth of best practices and risk management resources at your fingertips on the CAMICO Members-Only Site. There are 5 main
CLAIMS HANDLING APPROACH In spite of a CPA’s best intentions, there is always the potential for an error, omission, or client disappointment. CAMICO policyholders
CAMICO named Andrew M. Eassa, CPA, CVA, as chairman of the company’s board of directors at the CAMICO annual meeting last June. Eassa succeeds
By Josh Yager and Ryan Wolfshorndl, Anodos Advisors So, you’re a CPA and a trustee. You said “Yes” when your client asked, “Will you
#112: Service Guarantee; Tax Penalty — Late reporting of a potential claim and a service guarantee caused a firm to miss out on insurance
