Skip Ribbon Commands
Skip to main content

​Best-in-class personal and business insurance solutions customized for CPAs, their families and firms.

Education Center​

A cyber-attack could spell disaster for your CPA firm

In Business Insurance, Professional Liability, Professional Liability, , Information Technology

As aggregators of financial data, CPA firms are entrusted with their clients’ personal and financial information. As such, they’re primary targets for cybercrimes. Any size firm can fall victim. In fact, while more than half (55%) of all small businesses surveyed have already been the victim of a cyber-attack, 8% of all cyber claims are related to professional services firms.

Read More »

If your spouse died today, would you be prepared?

In Personal Insurance, Life Insurance, Spouse Life, Spouse Protection, Protect Your Family

The death of a spouse is a loss no one wants to face, but unfortunately, it is a tragedy that you may have to deal with. If the worst happens, it’s important to have a plan in place to help work through what can be an emotional and difficult time. Here are 5 things you can do now to help be prepared, so that if you or your spouse suffers an untimely loss, you have the measures in place to help you cope.

Read More »

Popular Journal of Accountancy article – Drawing the line: Providing tax advice related to the Affordable Care Act.

In Business Insurance, Professional Liability, Journal of Accountancy

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.

Read More »

Risk Alert: AICPA Releases Informed Client Consent Letter for Tangible Property Regulations.

In Professional Liability, Tax Services, Articles

As stated in our February 24, 2015 Risk Alert, the IRS issued Rev. Proc. 2015-20, which provided relief to qualified small businesses and permits these businesses to apply the Tangible Property Regulations on a prospective basis. If you are a policyholder and would like to read the full Risk Alert article, please click here to log in to the Policyholder Resource Center.

Read More »

Tax Season Webinar: Tax Extenders, Repair Regulations and More! – Tips to Minimize Professional Liability Risk during the 2015 Tax Season

In Business Insurance, Professional Liability, Professional Liability

In this CNA-sponsored webinar, panelists discuss the challenges facing CPAs in the upcoming 2015 tax season. Participants will obtain tips on how to minimize professional liability risk associated with late passage of tax extender legislation, implementation of the tangible personal property regulations and filing requirements applicable to foreign income, assets and bank accounts. View the Tax Season Webinar.

Read More »

The Treasury Finalizes Its Proposed Changes to Circular 230

In Business Insurance, Policyholder Resource Center

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>

Read More »