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Accountants will want to fulfill their fiduciary responsibility, while avoiding fiduciary liability.
April 16The TOLI Center East -
When choosing a business entity type, general contractors must think about the legal, financial and tax implications.
April 2CorpNet.com -
A buy-sell agreement between the joint owners of a closely held business or professional practice is critical for the orderly continuation of the business following a “triggering event,” such as the death, divorce, disability, bankruptcy, retirement or termination of an owner.
March 10The TOLI Center East and Offit & Kurman -
CPA financial planners should play a major role in giving life insurance advice to their clients.
March 1Napier Financial -
As the number of suppliers of advice and recordkeeping services decreases, the potential for conflicts of interest increases.
February 2Innovest Portfolio Solutions LLC -
There are still a few things your clients should know and do now, well before they ever need to file a claim.
December 18The TOLI Center East -
Two key U.S. Supreme Court justices indicated they are inclined to uphold the bulk of the Affordable Care Act as the court weighed the fate of a landmark law that provides health-insurance to 20 million people.
November 11 -
The board is postponing the effective date of its long-duration insurance standard for a year and making it easier to adopt it early.
November 5 -
CPA Mutual’s Accountants Professional Liability Insurance program is moving to Camico, effective Jan. 1, 2021.
October 28 -
From the ACA to HSAs, FSAs and more, tax considerations are a major part of insurance choices.
October 27