Example IRS Circular 230 Email Disclaimer
A client recently requested an appropriate disclaimer for email communications. Ralph Picardi, risk management consultant to CPAGold™, suggested the following clause. This is a repeat of our earlier posting here but worth restating. Example IRS Circular 230 Email Disclaimer (Following 2014 Revisions to Treasury Regulations) This example email disclaimer is intended solely for general educational […]
Post Tagged with accountants professional liability, Circular 230, email, errors and omissions, Limitation of Liability, professional liability claims, risk management, tax services
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Rickard Jorgensen
- Posted in Accountants' professional liability insurance, email risk management, professional liability claims, Ralph G. Picardi, risk management, Tax Services, Uncategorized
Jan, 04, 2018
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Risk Management for Tax Engagements

According to the AICPA, in 1990 tax engagement were responsible for 42 per cent of all malpractice claims filed against CPA. Fast-forward to today and that apportionment of losses hasn’t change much. In fact, according to the same source, tax claims against CPAs can be quantified as follows: 55% of total number of claims against […]
Post Tagged with accountants professional liabilit, accountants professional liability, errors and omissions, risk management, tax engagements, tax filings
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Rickard Jorgensen
- Posted in Accountants' professional liability insurance, Accountants' risk management, engagement letters, Tax Services, Uncategorized
Feb, 20, 2017
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