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.
The Trust Annual Refund will be distributed to eligible Plan subscribers on February 20, 2018. This year’s refund is over $124 million. To learn more about the refund, including the Committee Report and FAQs, click here.
Read more about the latest trends in the accounting profession, featuring insights by the AICPA Member Insurance Programs. Click here.
In this course, participants will learn about key professional liability risk management practices that, when implemented, can help mitigate the risk of an accounting malpractice claim and may also help improve business performance. Participants will earn 4 CPE.
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.
When it becomes necessary to terminate a client relationship, it is important to memorialize this action in a confirming letter to the client.
Trust Annual Refund
Apply for Small Firms Professional Liability
Policy Holder Resource Center (Professional Liability only)
Cyber Coverage: NetProtect & NetProtect Prime (sm)
Employee Dishonesty Coverage