Managing CPA Liability in the Great Wealth Transfer 

As featured in the Journal of Accountancy

As Baby Boomers transfer large sums to heirs, CPA firms show growth not only in estate planning but also in related tax filings. However, these filings can lead to costly client claims. This article offers crucial insights on how claims arise and key strategies for managing risk.

Learn more >

Do You Have Enough Life Insurance for Your Stage in Life?

Whether you’re a single parent, an empty nester, or a grandparent, a solid life insurance plan can help provide your loved ones with financial support after you’re gone.

Learn more >

Understanding the Cost of Long-Term Care: A Financial Guide for CPAs and Families

Long-term care can be a big threat to your retirement security. Packed with helpful data and real-life examples, this guide shares cost information and compares self-funding to insurance options. 

Learn more >

Ending a Client Relationship: Client Termination Checklist

Is it time to let go of risky clients? Careful preparation and clear communication are key to protecting your firm from costly legal suits. Download this helpful checklist to help you manage the transition effectively.

Learn more >

What is Dwelling Coverage? Frequently Asked Questions

If you have a standard homeowners insurance policy, you likely have dwelling coverage. But what exactly does it cover, and how much do you need? Get answers with these helpful FAQs that explain the basics and more.

Learn more >

Events
Expand your circle of knowledge. Meet & greet our AICPA Risk Advisors at these upcoming events:

• AICPA ENGAGE | June 8-11
  Aria Resort, Las Vegas, NV

• FICPA Mega Conference | June 14-17
  Hyatt Regency Grand Cypress Resort, Orlando, FL

• ASCPA 2026 Annual Meeting | June 16
  The Club, Birmingham, AL

• NJCPA 2026 Convention & Expo | June 17-18
  Borgata Hotel Casino, Atlantic City, NJ

• MACPA Elevate & Celebrate Annual Meeting | June 18
  Junior Achievement of Central Maryland, Baltimore, MD