This is a notice for site visitors.
This is a notice for site visitors
Amber 
Are you taking the right steps to manage (and document) client expectations? Effective communication is a key factor in any CPA-client relationship, and when you work to stay in control of managing client expectations, you help to safeguard your firm. To that end, good documentation is critical to successfully managing client expectations. Jurors (members of … Read more
Q: With most tax returns being e-filed, has CAMICO noticed any trends in e-filings not going through? If so, what advice do you have for policyholders to prevent or address these situations? A: CAMICO has observed a rise in issues with e-filed tax returns, including processing failures and fraudulent filings. To address these challenges, firms … Read more
Q: My firm has a Written Information Security Plan (“WISP”), but it hasn’t been updated since early 2023. How often should we be reviewing/updating our WISP? And have there been any significant changes to the regulatory guidance related to physical, technical, and/or administrative safeguards a CPA firm is required to have in place to protect … Read more
Julie Schilling, CPA, will become Chief Financial Officer, effective January 1, 2025. SAN MATEO, Calif. (November 7, 2024) — CAMICO, the nation’s largest CPA-directed program of insurance and risk management for the accounting profession, announced that Julie Schilling, CPA, will become its next Chief Financial Officer (CFO), effective January 1, 2025, when CAMICO’s current CFO … Read more
Rosario will retire on December 31, 2024, after joining CAMICO in 1992 and serving as President and CEO since 2009.
CAMICO’s Loss Prevention and Claims departments work with CPA policyholder firms every day on difficult risk management issues. The following Q&A covers 10 questions and trends that our specialists hear about most frequently from our policyholders. Top Loss Prevention Trends Q: What are some of the risks and general guidelines for our firm if we … Read more
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800.652.1772 / 650.378.6800 / inquiry@camico.com
CAMICO Services, Inc. dba CAMICO Insurance Services, CA License #0C09618. CAMICO Mutual Insurance Company, (Rated A- (Excellent) by AM Best) San Mateo, CA, domiciled in California is licensed in all states and the District of Columbia, NAIC #36340. Copyright © 2024 CAMICO. All rights reserved. Website design by StyleSite.