Insurance Programs

CPA Value Plan Online Application Users’ Guide Now Available
Check out our guide that provides you with a first-hand look at how easy it is for small CPA firms to obtain professional liability coverage. View Guide.

2009 Risk Control Seminar Schedule Now Available!
Don't miss this exclusive opportunity to earn CPE credit and up to 7.5% premium credit for three consecutive years on your AICPA Professional Liability Insurance policy, and learn up-to-date information on malpractice issues and risk control approaches. Learn More

Eight Ways You Can Prepare Now to Protect Your Family from Disaster
If catastrophe struck would your family be ready? Read and save a special disaster planning guide with eight simple steps to help you prepare now! Learn More

Managing Your Firm During an Economic Crisis
The economic crisis is very real for both CPA firms and their clients. The unfortunate reality is that it is widespread, affecting a broad range of businesses. Now more than ever, it’s important to be well-informed on current practice management approaches to malpractice risks.
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CPA Letters for Loan Brokers and Lenders
More and more CPAs are receiving requests from clients, lenders, and loan brokers to confirm client information in connection with a pending client loan application. In some cases, CPAs are furnished with specific language to be included in a confirmation letter. Learn More

Risk Alert: Red Flags Rule Raises the Stakes on Identity Theft Prevention
On August 1, 2009, new federal regulations enforced by the FTC come into effect – the so-called Red Flags Rule – that require businesses to take pro-active measures to detect and prevent identity theft involving client data. Financial institutions, which are not regulated by the FTC, have been subject to enforcement of the Rule since November 1, 2008. Learn More

Client Termination Letters
When it becomes necessary to terminate a client relationship, it is important to memorialize this action in a confirming letter to the client. A letter provides written evidence of when the resignation occurred and instructions to the client regarding needed follow-up on tax, accounting, and other matters about which your firm previously advised the client. Learn More