• Typical insurers cut down points of contact with policyholders in an attempt to reduce claims and their staffing needs.
  • Five Things to Look For in a CPA Insurance Provider

    Accountants face unique challenges when it comes to CPA liability insurance, and finding the right provider can be difficult. However, a knowledgeable and experienced industry veteran can help you decide on the right company to trust with your insurance and risk management program. Below are five major factors that CPAs should consider.

    Make sure your broker and insurer know the business.

    Reasonable Accommodations for Employees

    During the Great Recession, the total number of discrimination charges filed with the U.S. Equal Employment Opportunity Commission (EEOC) by individuals soared from about 75,000 in 2006 to almost 100,000 in 2010, and then leveled in 2014 and 2015 to just under 90,000.

    The increase in charges can be attributed to a number of factors, but two that stand out are:
    • employees have become more willing to file charges against employers, and
  • Done effectively, a disengagement can leave your client feeling that you have acted in the best interests of both parties.
  • How to Handle Problem Clients

    Problematic or less-than-desirable clients may be keeping your firm from developing the clients it wants. An excellent way to identify those clients is to re-evaluate your client relationships on a regular basis, at least annually. Re-evaluate tax clients while there is still ample lead time before tax season for a client to replace you in the event you decide to disengage.

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    Latest Articles

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      January Tip - Documentation Tips for Tax Season

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