How CPA firms can protect themselves from lawsuits

Hosted by Chris Baysden

Being a public accountant entails a certain amount of professional liability risk. But accountants can take steps to mitigate that risk. In this episode, guest Sarah Beckett Ference, CPA, of CNA joins the podcast to talk about ways that CPAs can help prevent, or defend themselves from, lawsuits.

What you’ll learn in this podcast:

  • What practice areas see the most professional liability claims.
  • Examples of the types of assertions being made in professional liability claims.
  • What types of things practitioners do—or don’t do—that can result in claims.
  • How practitioners can help prevent claims.

Play the episode below:


Keeping client information safe in an age of scams and security threats

A look at the Dirty Dozen tax scams and ways to protect taxpayer information.


How to create maps in Excel 2016

Microsoft Excel 2016 has two new mapping capabilities. J. Carlton Collins, CPA, demonstrates how to make masterful 2D and 3D maps in Excel 2016.


News quiz: IRS enforcement, a hot job, and audit value

The IRS’s 2016 Data Book, a “hot job” of particular interest at this time of year, and insight into how executive and audit committees view the insights from financial statement audits received attention recently. See how much you know with this short quiz.