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Professional Liability Insurance for Accountants

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CPAGold™ provides superior Professional Liability Coverage for Accountants

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CPAGold™ offers CLE courses and seminars with risk management professionals

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NEWS IN BLOG

Fraudulent Wire Transfers – the latest word

by Rickard Jorgensen, FCII, ARM, ACIArb.
In the past few years we have seen quite a few of these costly and tragic situations and paid a number of claims made against …

Evaluating Clients – Part Four – A Suggested Questionnaire

By Rickard Jorgensen, FCII, ARM, ACIArb
You may recall the blog postings on the subject of client screening which appeared last year. To recap, these postings are:
Evaluating Clients – Part One …

Using Indemnification Clauses to protect your firm

by Rickard Jorgensen, FCII, ARM, ACIArb
All CPAs know that a signed engagement letter is a crucial tool in the defense of a professional negligence lawsuit. The engagement letter memorializes the …

What is an Extended Reporting Period?

by Shirley Fraser, CPCU, AMIM. AVP – Jorgensen & Company
Most Malpractice policies are written on a claims made and reported basis, which means all claims must be made against the …

Control of client funds

by Rickard Jorgensen, FCII, ARM, ACIArb
If your CPA firm has control of client funds and can write checks on clients’ bank or investment accounts you may have an exposure to …