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  1. August 2019 Blog posting for CPAGold

    This month we have posted two more articles:

    Part II of our series on understanding your professional liability insurance - The Declarations page - go here.

    Guest blogger Aaron Lipson posts an...
  2. July 2019 blog posting from CPAGold

    This month we address two topics:

    Gotcha! Three cyber policy traps to look out for (and a postscript to the CCH Axcess hack) - an expansion on last month's posting about the CCH hack and where to...
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    May 2019 blog posting CPAGold

    This month we focus on two distinct issues:

    The CCH Axcess event and insurance coverage under the CPAGold policy. Go here.

    Coverage for subcontractors via the CPAGold program. Go here.

    We...
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    May blog posting CPAGold

    This month we introduce a new optional coverage feature available in the CPAGold program - Management Liability coverage. There are two blog postings in connection with this topic:

    Management...
  5. March and April 2019 blog postings

    in the past two months we added some interesting blog postings:

    April

    •Data Breach and Insider Trading: Go here.
    •Limiting Malpractice through Scope of Engagement. Go here.

    March
    ...
  6. Free Webinar (and CPE credit) - How to prepare for depositions

    CPAGold is holding a webinar on January 18th, 2019. The topic is "How to prepare for a deposition: Strategies for success and traps to avoid." Details are here This a free course and grants 2...
  7. February 2019 Blog Posting - CPAGold

    This month we added two interesting blog postings:


    What is an Extended Reporting period? Useful information about what is and when to employ, Extended Reporting Periods (aka "tails”). Go...
  8. January 2019 Blog posting - CPAGold

    How To Protect Your Accounting Firm From a Cyber Attack
    Research shows that cyber attacks are on the rise. Now is the time to ask yourself are you properly protected? As we all know, a data breach...
  9. January 2019 Blog posting - CPAGold

    Research shows that cyber attacks are on the rise. Now is the time to ask yourself are you properly protected? As we all know, a data breach can wreak havoc on your business and its reputation.
    ...
  10. Early Notice to Insurers and Claims Mitigation Has Many Benefits

    From a purely risk management perspective, bringing your insurer into the claims process is extremely prudent and can save you a lot of money. The following outlines reasons why you should contact...
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    As a addendum to this the SEC has just (9/5/2018)...

    As a addendum to this the SEC has just (9/5/2018) issued an investor alert (go here for details). This reinforces the high risk of providing services to the Cannabis industry as an investor suit...
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    As a addendum to this the SEC has just (9/5/2018)...

    As a addendum to this the SEC has just (9/5/2018) investor alert (go here for details). This reinforces the high risk of providing services to the Cannabis industry as an investor suit will include...
  13. As an adjunct to the posting on Sextortion see...

    As an adjunct to the posting on Sextortion see the attached article from nakedsecurity.sophos.com about two Minnesota lawyers that created a honey pot to extort money from unsuspecting uses. There...
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    October Blog posting - CPAGold

    This month we have posted two blogs which may be of interest to you:

    Up in Smoke II – What’s happening in Banking? - additional information concerning the legal environment surrounding the...
  15. September bog posting - Why full tort coveraage is essential for CPAs; Sextortion

    This month CPAGold added two useful articles to the company blog:

    Negligence Only Coverage: Check your policy. You will find the clause relating to whether your policy is limited to negligent acts...
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    Karen: Welcome to the group. You will learn a...

    Karen:

    Welcome to the group. You will learn a lot. If you ever need assistance in regard to Professional liability insurance or risk management, we are just down the road from you in Maywood,...
  17. August blog posting - Cannabis & Accounting Services; GDPR; and other postings

    This month CPAGold has published the following blog postings:


    Best Practices to Keep Your Firm’s Accounting Software Secure[/U]. Go here.

    Smoke in our Eyes: Cannabis and Accounting...
  18. July blog posting - Comparing Cyber Insurance Policies

    This month we have added this new postings:

    1. How to compare cyber insurance policies - inspired by a recent dialogue on the CPAFMA forum. Go here.

    2. How to Make a Professional Liability...
  19. June Blog posting for CPAGld - are you covered for Fraudulent Wire Transfers?

    Criminals attempting to scam CPAs, lawyers and investment advisers has regrettably became a common part of the landscape and often result in a malpractice claim. How does your insurer respond to...
  20. May additions to the CPAGold website

    We added two new resources to Risk Management section of the CPAGold website:


    A whitepaper entitled: Understanding Your Professional Liability Insurance Coverage; and,
    A new coverage...
  21. Free Loss Control seminar from CPAGold (with 1.5 CPE credits)

    In conjunction with CPAacademy.org CPAGold is sponsoring an interactive webinar: THE RULES OF LOSS PREVENTION: DEFENSIVE PRACTICES. The course grants 1.5 CPE credit (Business Law) and meets the...
  22. April Blog postings on the CPAGold website

    This month we focus on crime. There are two new blog postings: "Is a Client's Criminal Prosecution Foreseeable" go here and "Does you malpractice insurance cover you for criminal acts" go here. We...
  23. Mergers & Acquisitions checklist - risk management resources

    Isolating malpractice claims from mergers or acquisitions has been a topic of great concern to our clients. We have written about it extensively. See recent blog postings at:


    Professional...
  24. February Blog Postings on the CPAGold website

    This month we've written three new blog postings:


    What are you really covered for and why a comprehensive definition of professional services is necessary for total firm protection? Go here.
    ...
  25. January Blog Postings on the CPAGold website

    This month we've written two new blog postings:

    How comprehensive is your coverage? Why a limitation in your professional liability policy for negligence only is a very bad idea: Here; and,

    New...
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