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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.

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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.

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Risk Control Training for Premium Credit

In Business Insurance,

Do you know your “Risk IQ”?

A professional liability claim can damage your hard-earned reputation, firm, financial livelihood, and state-of-mind. By raising your “Risk IQ,” you can help mitigate the risk of experiencing a claim and improve the ability to defend a claim that may arise.

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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.

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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>

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