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    Professional Liability Insurance for Accountants

    About the Program

    CPAGold™ provides superior Professional Liability Coverage for Accountants

    Risk Management

    CPAGold™ offers CLE courses and seminars with risk management professionals

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    Section 7216 – requesting client permissions

    By Rickard Jorgensen, FCII, ARM, ACIArb
    We would recently approached by a  policyholder about affirmative consent requirements imposed by IRS regulations under Internal Revenue Code section 7216.
    Under the code, a tax …

    Does failure to notify your insurer of a subpoena void your profession...

    By Rickard Jorgensen, FCII, ARM, ACIArb
    We have frequently been contacted by members of the CPAGold™ program for assistance to respond to a subpoena, either for documents or for testimony.
    In fact, …

    What You Don’t Know About The Coronavirus

    Since the new coronavirus began it’s spread from Wuhan, China, to other countries public health officials have struggled to keep up with the ­potential threat that it poses to millions …

    The Statute of Limitations in Professional Malpractice

    Both Accountants and Wealth Advisers are “professionals” for the purpose of the various statutes of limitations.
    This means that firms’ decisions concerning document retention and the purchase of an extended reporting …

    Engagement Letter Defense Rejected

    This month, guest blogger Seth L. Laver of Goldberg Segalla writes about a recent legal development concerning the use of engagement letters in the defense of accountants’ malpractice claims.
    We often …