This is a notice for site visitors.
This is a notice for site visitors
ssAdmin By evaluating all potential new clients and re-evaluating all current clients on a regular basis, at least annually, the firm is able to consider any factors or changes that might affect the professional relationship or cause an escalation into a crisis. Now is also good time to screen tax clients for potential problems. There is … Read more
You will find a wealth of best practices and risk management resources at your fingertips on the CAMICO Members-Only Site. There are 5 main areas of important information and tools for accountants who are CAMICO policyholders. Knowledge Tree: Locate documents quickly in this searchable library with hundreds of relevant accounting and tax resources, including risk … Read more
Accountants (CPAs) can receive training and NASBA-accredited CPE through the many free CAMICO educational opportunities available to CAMICO policyholders. In-depth risk management training provides up-to-date information and insights on issues of significance to the accounting profession. All CAMICO policyholders have access to the following: Webcasts (An average of 24 free CPE credits per year, and … Read more
CLAIMS HANDLING APPROACH In spite of a CPA’s best intentions, there is always the potential for an error, omission, or client disappointment. CAMICO policyholders work directly with in-house claims specialists who have many years of experience in handling accountants’ professional liability insurance claims. CAMICO follows three basic steps when handling claims: PHILOSOPHY Disputes can impact … Read more
CAMICO named Andrew M. Eassa, CPA, CVA, as chairman of the company’s board of directors at the CAMICO annual meeting last June. Eassa succeeds Robert P. Evans, CPA, who served as chairman from 2012 to 2018. Evans will continue to serve on the CAMICO board of directors. Eassa was appointed to the CAMICO board of … Read more
By Josh Yager and Ryan Wolfshorndl, Anodos Advisors So, you’re a CPA and a trustee. You said “Yes” when your client asked, “Will you serve as my successor trustee?” We don’t need to belabor why you said yes, or whether you regret saying yes, or if your partners are happy about your decision. What’s done … 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.