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Trustee Liability & Exposure

We frequently receive questions from individuals who have been asked to, or are currently acting as, a Trustee. The most frequent question is in regards to coverage for these services under their (accountants) professional liability policy. Although each policy form is different, it is our opinion that most accountants professional liability policies intend to provide […]

When Terminating a Client is Prudent Business Practice

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Information Security & Cyber Liability: Essential Steps to Protecting your Practice

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Responding to Subpoenas and Summonses: An Accountants Guide for Understanding & Response

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