Insurance Programs

Avoiding Accountant Liability for Retirement Plan “Administrative” Services
Many CPAs perform administrative services and/or prepare Form 5500 for client employee benefit plans. A recent U.S. Supreme Court decision allowing plan participants to sue the plan administrator has implications for CPA firms providing these services. Learn More

New Online Self-study Course Now Available!
You now have the opportunity to participate in the similar training offered in our live seminars and AICPA webcast — 24/7. Register today to complete our new fully interactive, online self-study course — Malpractice Risks: Navigating the New Frontier. Register Today

New CPA Value Plan Online Application Users’ Guide Now Available
In three minutes, you’ll see just how easy it is to obtain a free, no-obligation quotation for professional liability insurance coverage. View Guide

Staying Healthy from 9 to 5
The busy schedules of many professionals can certainly take its toll on staying healthy during the upcoming cold and flu season. Find out how a little planning ahead can go a long way.
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Caution: Hazardous Winter Driving Ahead!
Winter weather can create serious driving hazards. But there are some things you can do to help minimize those hazards. Learn more

AICPA Professional Liability Insurance Program Amends Policy to Address Network Risk and Privacy Claims
Responding to growing concerns about network risk and privacy exposure, Aon Insurance Services, CNA, and the AICPA have added a network risk and privacy claim endorsement to every policy issued under the AICPA Professional Liability Insurance Program. Learn More

Pre-Tax Season Checklist
Planning for the upcoming tax season is an important step in managing the professional liability risk associated with providing tax services. The following checklist provides several suggestions firms should consider in planning for this work. Learn More