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With more than 60% of CAMICO’s claims originating from tax-related matters, addressing and managing the risk stress points associated with problematic tax clients can
By Duncan B. Will, CPA/ABV/CFF, CFE The AICPA’s Statements on Quality Management Standards’ (“SQMS”) December 15, 2025, effective date is fast approaching, and few
First-party damages: refers to losses directly suffered by the policyholder (or insured) firm in response to a firm’s data breach or other covered cyber
Third-party damages: refers to damages alleged by clients or other third parties that the negligence of the CPA firm contributed in whole or in
In today’s digital landscape, it is no surprise that there appears to be a new cybersecurity story in the news every week, from attacks
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3 Reasons to Move Forward with Automated Payments Technology There’s an old proverb that says, “The cobbler’s kids go barefoot.” Many CPA firms offer
3 Tips for a Less Taxing Tax Day This Mental Health Month Tax Day in 2021 coincides with Mental Health Month — and while
Are You the Right Tax Professional for That New Client? At the end of the day, building relationships with our clients and helping them