Amber, Author at CAMICO

Indemnification Clauses in Client Agreements…the Saga Continues

February 15, 2024February 2, 2024 by Amber

There has been a significant uptick of clients attempting to embed indemnification and/or hold harmless clauses in various documents executed with CPA firms (e.g., non-disclosure/confidentiality agreements, business associate agreements, data protection agreements, etc.) to shift financial liability through contractual apportionment of risk. CAMICO has also noted an increasing trend of clients pushing back on firms’ … Read more

Claim Chronicles 124

February 22, 2024February 1, 2024 by Amber

Claim Chronicles 124-A Topic: Trustee Role, Services Seth Johnson was married multiple times and had eight children from previous marriages. He married Lindsey Johnson in 2012 and was married to her until his death in 2018. In 1991, Mr. Johnson established the Seth Michael Johnson Living Trust. Upon his death, the Trust was to be … Read more

Q&A with CAMICO Board Member Greg Regan CPA, CFF, MBA

February 22, 2024February 1, 2024 by Amber

Regan was elected to CAMICO’s Board of Directors on June 13, 2023.

Recruit, Engage and Retain: Creating a Workplace Where Your Employees Will Thrive

February 15, 2024February 1, 2024 by Amber

WIIFM, the age-old acronym for “What’s In it For Me,” is the mantra of today’s workforce, whether for prospective candidates or long-term employees. Firms are being pressed into looking for creative ways to attract talent and to retain that talent. And with the cost of onboarding a professional rising to the tens of thousands, firms … Read more

January Tip of the Month – Helpful Documentation during Tax Season

January 25, 2024 by Amber

CAMICO has been developing risk management solutions for CPAs for more than 37 years, and we recognize and understand the challenges facing CPA firms navigating each tax season’s nuances. Below are helpful documentation tips to get you through tax season: Engagement letters. While engagement letters won’t immunize you from lawsuits, they can be your first line … Read more

Engagement and Disengagement Letter Essentials

October 10, 2024October 21, 2023 by Amber

By Suzanne M. Holl, CPA Engagement and disengagement letters are two of the fundamental building blocks … Read more

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