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Tag Archives: retention policy

How To Minimize The Damage Of Lawsuits

by Rickard Jorgensen, FCII, ACIArb., ARM   Things Beyond Your Control That Precipitate Lawsuits With the advent of the computer era and information age, the cultural and business climate of the nation, and world, has shifted. Businesses have become more complicated, as attitudes sanction greater and greater risk-taking. No longer are there sure-fire lifetime jobs […]

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The Risk of Being Consistent

(How Claims Arise From Following Past Work and not Our Independent Judgment) By Ralph G. Picardi, Esq. “A foolish consistency is the hobgoblin of little minds….” When Ralph Waldo Emerson penned those words in his essay, Self-Reliance, almost 175 years ago I think it is fair to say he didn’t have accounting risk management in […]

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Warning signs – when to consider disengagement.

You may consider a disengaging a particular client in the following situations: Your firm changes partners, staff or objectives: A change in your firm may necessitate a change to your client base. The loss of a partner with a specific expertise may impact future services.  The firm may decide to discontinue services to the former […]

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Template Outline for File-Retention Policy

File Retention policy The following is a template outline for a file-retention policy created by Ralph Picardi, Esq.   You may use this as a guide as you adopt your own policy. It is important to consult with a local attorney and/or your state society to decide whether and to what extent this sample policy should […]

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