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Understanding the Four Types of Workplace Violence

According to the Occupational Safety and Health Administration (OSHA), workplace violence is any act or threat of physical violence that occurs at the worksite. Each year, nearly 2 million Americans are victims of workplace violence. It is an ongoing threat for employers, and while there is no federal law that establishes an employer’s duty to […]

Identifying Employees at Risk for Workplace Violence

In May 2019, a mass shooting at a Virginia Beach government office left 11 employees and a contractor dead. In the wake of the tragedy, friends and colleagues of the shooter realized that there had been warning signs, red flags, alarming behaviors, and threats of workplace violence in the weeks leading up to the shooting. […]

What CPAs Should Know About File Retention in the Digital Age

File storage and retention is challenging considering the various types of information CPA firms encounter. Improper file storage exposes accounting professionals to liability claims and lawsuits. The digital age has expanded the types of documents that must be dealt with to include voicemails, emails, instant messages, fax documents, images, and electronic documents.   There is […]

Risk Management for CPAs Serving Cannabis Clients

As more states legalize cannabis for medicinal and recreational purposes, so too grows the need to understand the nuances of serving clients in the cannabis industry. Cannabis industry clients present all of the same risks as clients in other industries, coupled with risks unique to this growing industry. CPAs who work with cannabis industry clients […]

How to Deal with Ethical Dilemmas as an Accountant

Certified Public Accountants (CPAs) are not immune to legal risks and can wade into risky territory at any time. Ethical and legal dilemmas cannot always be avoided. Superior risk management strategies must be put into place to help prevent any unintended legal ramifications from the work CPAs do for their clients. Common ethical dilemmas should […]

5 Things to Look For in an Accountants E&O Professional Liability Policy

Despite what many accountants think, not all professional liability policies are created equal. At a minimum, the best policies offer the broadest coverage at the best value with a trusted insurance provider. Some policies, however, go above and beyond. They’re not just good; they’re excellent. These policies differentiate themselves by providing the highest level of […]