• Managing Conflicts of Interest
    , Deborah K. Rood, Journal of Accountancy, November 2017  
  • The Armor of Awareness
    , Sarah Beckett Ference, Journal of Accountancy, March 2017  
  • Take a Hike: Ending Client Relationships
    , Daniel J. Gartland, Journal of Accountancy, February 2017  
  • Controlling Your Data
    , Sarah Beckett Ference, Journal of Accountancy, August 2016  
  • The Unexpected Risks of Trustee Services
    , Stan Sterna and Deborah K. Rood, Journal of Accountancy, July 2016  
  • Walking the Talk on Quality Control
    , Deborah K. Rood, Journal of Accountancy, May 2016  
  • The Early CPA Gets the Return (Done on Time)
    , Deborah K. Rood, Journal of Accountancy, January 2016  
  • The Importance of Tax Quality Control
    , Deborah K. Rood, Journal of Accountancy, April/May 2015  
  • Documentation is Your Ally in Tax and Other Services
    , Deborah K. Rood, Journal of Accountancy, July 2015  
  • Don’t Let Scope Creep Lead You Out of Bounds
    , Sarah Beckett Ference, Journal of Accountancy, September 2015  
  • Considerations in Avoiding Becoming a Casualty in the Divorce Wars
    , Art Pearson for CNA Accountants Professional Liability Risk Control, 2015

  • Due Diligence with CPA Firm Subcontractors
    , Joseph Wolfe, Journal of Accountancy, June 2015  
  • Stuck in the Middle: Avoiding Conflicts of Interest
    , CNA Accountants Professional Liability Risk Control, 2014  
  • Is This Client the Right Fit for Your Firm?
    , Deborah K. Rood, Journal of Accountancy, July 2013  
  • Clients: Knowing When to Walk Away
    , CNA Accountants Professional Liability Risk Control, 2012  
  • Client Termination Letters
    , CNA Accountants Professional Liability Risk Control, 2013  
  • Preparing and Using Engagement Letters
    and sample engagement letters are available to CNA policyholders
     
  • Risk Alert: Tax Season Quality Control, 2015 IRS Updates and Tax Software,
    CNA Accountants Professional Liability Risk Control, March 2015  
  • The tax quality control guide,
    Tax Quality Control: A Risk Control Perspective
    is available to CNA policyholders  
  • Tax Practice Guides and Checklists
    , including sample engagement letters and organizers, are available at no charge to members of the AICPA Tax Section.
Download three free engagement letter templates.
Resources
January 2019

By Accountants Professional Liability Risk Control, CNA, 333 South Wabash Avenue, 36S, Chicago, IL 60604.

This information is produced and presented by CNA, which is solely responsible for its content. The purpose of this article is to provide information, rather than advice or opinion. It is accurate to the best of the authors’ knowledge as of the date of the article. Accordingly, this article should not be viewed as a substitute for the guidance and recommendations of a retained professional. In addition, CNA does not endorse any coverages, systems, processes or protocols addressed herein unless they are produced or created by CNA. CNA recommends consultation with competent legal counsel and/or other professional advisors before applying this material in any particular factual situations. Any references to non-CNA Web sites are provided solely for convenience, and CNA disclaims any responsibility with respect to such Web sites. To the extent this article contains any examples, please note that they are for illustrative purposes only and any similarity to actual individuals, entities, places or situations is unintentional and purely coincidental. In addition, any examples are not intended to establish any standards of care, to serve as legal advice appropriate for any particular factual situations, or to provide an acknowledgement that any given factual situation is covered under any CNA insurance policy. Please remember that only the relevant insurance policy can provide the actual terms, coverages, amounts, conditions and exclusions for an insured. All CNA products and services may not be available in all states and may be subject to change without notice. Continental Casualty Company, one of the CNA insurance companies, is the underwriter of the AICPA Professional Liability Insurance Program. “CNA" is a registered trademark of CNA Financial Corporation. Certain CNA Financial Corporation subsidiaries use the "CNA" trademark in connection with insurance underwriting and claims activities. Copyright © 2019 CNA. All rights reserved.