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NEWS IN BLOG
The Statute of Limitations in Professional Malpractice
Both Accountants and Wealth Advisers are “professionals” for the purpose of the various statutes of limitations.
This means that firms’ decisions concerning document retention and the purchase of an extended reporting …
Engagement Letter Defense Rejected
This month, guest blogger Seth L. Laver of Goldberg Segalla writes about a recent legal development concerning the use of engagement letters in the defense of accountants’ malpractice claims.
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We often …
Police Warn of New ‘Line-Trapping Technology’ Being Used t...
A new piece of sophisticated technology is being used by fraudsters to scam unsuspecting people over the phone. Police said a woman in the New York Region received a call …
Example Disengagement letters
In a recent posting on the CPAFMA website there was a request for a specific template for client disengagement letter. You may recall we blogged about the topic of client …
Security Policy for CPA firms – a template
We have received several enquiries from members of the CPAGold™ program for help with a suggested wording for a Cyber Security Policy as required by the IRS rules.
As you will …
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