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102A: Voicemail-Email Fraud, Investment Advisory Services Wealthy shipping magnate John Urich had established a trust to care for his disabled wife in the event of his death. Urich’s CPA, Greg Roberts, provided tax and investment advisory services to Urich, while the trust department of Commercial Fiduciary Bank provided trustee services. At one point Roberts received … Read more

The revised AICPA Code of Professional Conduct (AICPA Code) will be effective December 15, 2014 (early implementation permitted). The new conceptual frameworks and related interpretations will be effective December 15, 2015. The primary goal of the Ethics Codification Project was to restructure the AICPA Code so that members and other users of the AICPA Code … Read more

If you have not done so already, please update the payment address for CAMICO, which is now: CAMICO Mutual Insurance Company P.O. Box 45853 San Francisco, CA 94145-0853 If you use a bill-paying service, please notify the service of the new payment address. Thank you!

CAMICO’s first interactive War Stories, published in IMPACTs 100 and 101, have drawn largely positive responses from readers who provided feedback on the quizzes. Thank you for responding. We encourage you to continue to give us feedback about how we’re doing. About one-third of those who took the quizzes provided feedback. Of those, 86% posted … Read more

CAMICO has been advising CPAs on fee issues for 28 years, and claims experience over that time has shown that suing clients for fees almost always prompts a cross complaint for malpractice. This in effect escalates a simple fee dispute to a professional liability lawsuit. Further, lawsuits and counter-suits almost always result in the CPA … Read more