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.
Earn CPE credit
Click here to access the Risk Control Education registration page.
Drawing the line: Providing tax advice related to the Affordable Care Act.
CPAs who provide tax planning services may be well-positioned to provide clients with PPACA-related advice regarding the tax and cost issues associated with selecting health insurance plans. But other matters go beyond the scope of the CPA’s expertise. Click here to read more.
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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