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Jeanie Price, AAAPM, a partner of DeLeon & Stang Certified Public Accountants and Advisors, received the prestigious ACE Administrator Award from the CPA Firm Management Association (CPAFMA) at the association’s annual conference in Baltimore on June 29. “It is a huge honor to receive this award,” stated Price. “I am grateful for the support that … Read more

Be sure to verify that changes in bank account numbers are legitimate when e-filing tax returns. Hackers will send fraudulent email messages with bank account numbers different from the legitimate client account numbers in an attempt to divert tax refunds into their own accounts. A common spoofing technique involves the hacker’s email address being just … Read more

CPA mobility, or interstate practice, allows licensed CPAs to practice across state and jurisdictional lines as long as the CPAs are in good standing in their principal jurisdiction and meet “substantial equivalency” criteria. The website www.CPAmobility.org is a useful resource maintained by the National Association of State Boards of Accountancy (NASBA) and developed by NASBA … Read more

Carmen J. Aguiar, CPA, was elected to the CAMICO Board of Directors at the company’s Annual Meeting on June 14, 2016. Ms. Aguiar is the chief executive officer and founder of The Aguiar Group, located in Bellevue, WA. The multi-lingual firm offers tax, financial accounting, and consulting services to individuals, families, entrepreneurs, and small businesses. … Read more

CAMICO was recently presented with the Award in Innovation by the National Association of Mutual Insurance Companies (NAMIC) at the association’s 2016 Management Conference in Hilton Head Island, S.C. CAMICO received the award for its Idea Central program and in-house innovation support team that uses employee suggestions to improve on processes within its organization. The … Read more

Recent cyber claims reported by CAMICO policyholders generally fall into “bad news” and “good news” categories. Where your firm lands will depend a lot on how prepared it is for a data security incident and its aftermath. The bad news: Many professionals (CPAs included) don’t believe that a data breach or cyber-attack will happen to … Read more