Listen to past episodes of Risky Records
Episode 6
In This episode, RiskyRecords guest Mark Stone, CPA of Sales Tax Defense LLC speaks with Stephen about the risk environment for accountants when performing sales tax services and shares his thoughts about engagement letter language, nexus issues and the accountant’s advisory role to their clients. Mark chooses Simon & Garfunkel’s record Sounds of Silence from Stephen’s collection as the two share memories of what the record album means to them.
Episode 5
Nancy Reimer, a defense attorney from Freeman Mathis & Gary, LLP, who has defended many accounting firms, takes Stephen through the claim process from when the insurance company receives notification till closure and her duties in representing the professional liability policyholder. Nancy also shares lessons learned through a tax-related claim story. Whitney Houston’s breakout record, Whitney Houston, is a musical topic of discussion.
Episode 4
In This episode, RiskyRecords guest Patrick Cosgrove, a defense attorney from Freeman Mathis & Gary, LLP, has defended many accounting firms. Patrick shares with Stephen why a well-written engagement letter can be your friend, specifically with the addition of a venue clause and a limitation of liability clause. Included in the conversation is why the calendar should be every accountant’s buddy. Patrick chooses Paul Simon’s record Graceland from Stephen’s collection.
Welcome to Risky Records first podcast! Todays guest, Anthony Carolei of Hanover Insurance talks about the benefits of early reporting in the event a professional service provider has an incident or claim. Also talked about are some other beneficial highlights in accountant’s professional liability insurance coverage that accountant policy holders should know. Anthony chooses Led Zeppelin’s first album from Stephen’s record collection.
Guest Randy Crabtree of Tri-Merit R&D tax Credit Services shares risk management tips concerning the 174 tax code and Employee Retention Credits, a must listen for tax preparers! Randy chooses The Cars first album from Stephen’s record collection for a stroll down musical memory lane.
Episode 3
In This episode, RiskyRecords guest Mark Koziel, CEO of Allinial Global chats with Stephen about the risk environment for accountants when performing Client Advisory Services (CAS) and shares his thoughts about client information security. Mark chooses Billy Joel’s record The Stranger from Stephen’s collection as the two share memories of what the record album means to them.