- Paperback: 912 pages
- Publisher: CCH Inc.; 12th edition (September 17, 2017)
- Language: English
- ISBN-10: 0808044753
- ISBN-13: 978-0808044758
- Product Dimensions: 6.2 x 2 x 9 inches
- Shipping Weight: 1.8 pounds (View shipping rates and policies)
- Average Customer Review: Be the first to review this item
- Amazon Best Sellers Rank: #2,406,019 in Books (See Top 100 in Books)
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CPA's Guide to Effective Engagement Letters (12th Edition) 12th Edition
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Ron Klein, JD, CFE, is Risk Management Counsel at CAMICO. He has been with CAMICO since its inception in 1986 and managed the claims department for 20 years. In his current role, he leverages his extensive knowledge and expertise of CPA professional liability issues to help CAMICO policyholders practice sound risk management, which can help them avoid or mitigate claims. Klein also serves as a resource to CAMICO staff. He is a frequent speaker, and his primary responsibilities include risk management focused CPE (through both webcasts and speaking events), and developing loss prevention content and tools for policyholders. Educated as an accountant and attorney, Klein holds a Bachelor of Science in Business Administration from Washington University in St. Louis, and a Juris Doctor from Southwestern University in Los Angeles. Prior to joining CAMICO, he was a controller, a practicing attorney, and a vice president of finance in the real estate syndication industry. Klein is a Certified Fraud Examiner and co-author of the book CPA s Guide to Effective Engagement Letters. --Author Bio continued:
Suzanne M. Holl, CPA, is Senior Vice President of Loss Prevention Services of CAMICO. With more than 18 years of experience in accounting, she draws on her Big Four public accounting and private industry background to provide CAMICO s policyholders with information on a wide variety of loss prevention and accounting issues. A licensed CPA in the state of California, Holl graduated with a bachelor s degree in accounting from Golden Gate University in San Francisco. Her background includes health care administration in the fields of accounting, benefits administration, and human resources. Holl was also director of employee benefits and health services at a large children s hospital, based in Fresno. She is a frequent speaker, and several of her articles have appeared in national publications. Holl co-authored the CCH-published book, CPA s Guide to Effective Engagement Letters. --Author Bio continued:
CAMICO The CPA's Guide to Effective Engagement Letters was compiled and edited with resources from CAMICO Mutual Insurance Company. The project, initiated in 1996, commemorated CAMICO's 10th anniversary. The company's continued commitment to providing insurance and risk and practice management services to the accountancy profession enabled CAMICO to celebrate its 25th anniversary in 2011, and the company is planning for its 30th anniversary in 2016. CAMICO is a unique mutual insurance company in that it was created by CPAs for CPAs. In the mid-1980s, California CPAs were faced with a mounting liability insurance crisis. Many insurance carriers discontinued their professional liability insurance for CPAs, and those that continued to offer insurance did so at extremely high rates. At that point the California Society of CPAs convened a task force to study the situation. The task force recommended the creation of a mutual insurance company for the CPA profession a company dedicated to assuring its members of professional liability coverage at stable rates. Additionally, the task force recommended that any excess funds be returned to policyholders after the payment of claims and operating costs. Thus, in June 1986, CAMICO was born. That year California CPAs contributed $5 million to found a company that CPAs would continue to direct after nearly three decades of operation. CAMICO would eventually grow from $5 million in loans to $92 million in assets by 2014. Policyholder contributions were paid back in full with interest by 1998, and CAMICO began declaring policyholder dividends, eventually returning more than $30 million to policyholders by 2001. The number of CAMICO policyholders grew over 29 years from about 1,400 CPA firms to more than 8,400. From presentations and in-depth training sessions across the country, to the comprehensive Knowledge Tree (reference library of risk management tools and resources) on its Members-Only website, as well as CPA's Guide to Effective Engagement Letters, CAMICO continues to provide the accounting profession with the resources it needs to flourish in the 21st century. --Author Bio continued:
About the Author
Ric Rosario, CPA, CFE, CGMA, became CEO and President of CAMICO in 2009. Since then he has seen the company grow from about 7,300 policies to more than 9,000. Prior to becoming CEO, he was executive vice president of risk management, with executive oversight of underwriting, claims, marketing and communications for the company. Rosario joined CAMICO in 1992, primarily focused on CPA risk management, and was promoted to vice president in 1996 and to executive vice president in 2006. Rosario s public accounting background is in the audit division of the regional firm of John F. Forbes & Co. He later joined a start-up real estate venture as controller and completed his tenure there as chief financial officer. For many years Rosario was a part-time lecturer on accounting at Notre Dame de Namur University in Belmont, Calif. He earned a bachelor s degree in accounting at Saint Mary s College in Moraga, Calif. Several of his articles have appeared in national publications, and he co-authored the CCH-published books CPA s Guide to Loss Prevention Practices and CPA s Guide to Effective Engagement Letters. Rosario is active with many state society and national committees and is a frequent speaker on CPA liability.
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