Best-in-class personal and business insurance solutions customized for CPAs, their families and firms.
Some you plan for and others can take you by surprise. Whether you find yourself getting married, buying a house, expecting a baby or taking care of aging parents, having the right coverage can make all the difference.
As a CPA and a business owner, your decisions not only affect your life and livelihood, but those of your employees as well. Our insurance products are specifically designed to provide coverage for CPAs―so that your firm is insured against the risks associated with doing business.
On June 9, 2014 the Department of the Treasury issued its finalized regulations regarding written tax advice. Since then, many questions have arisen regarding the elimination of the ubiquitous Circular 230 disclaimer from all written communications, including emails, and whether a "replacement" disclaimer is needed. Login to the Policyholder Resource Center to read the full Risk Alert>
When you decide it’s time to get life insurance, there are many decisions to be made, including what type of plan will suit your needs. Choosing the appropriate plan can be a difficult decision
but the right choice is important.
Despite your diligence in securing your network, infiltration and attacks can still occur. With technology playing a larger role in business today, network claims and privacy breaches are serious risks for your firm. Download the Technology Privacy and Security Self Assessment PDF.
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