8 Ways to Let Clients Know You’re Thinking of Them After Tax Season
Tax season is an excellent time to show clients your skills and talents. And, since you probably have the most contact...
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Do I Need To Purchase An Extended Reporting Period?
An Extended Reporting Period (also known as ERPs or “tail coverage”) is intended to cover potential gaps between...
Risk Management & Practice ProtectionMake a Good Impression This Tax Season
Creating a good impression with clients is essential all year long, but it’s especially vital during tax season. This...
Mind The Gap: Securing Coverage For Prior Acts
By now you know that legal malpractice insurance coverage is determined on a claims made and reported basis, looking to...
Risk Management & Practice ProtectionThe Consequences of a Cyber Security Breach
Small CPA firms have so many worries and risks these days. And, as we get to be more and more linked through...
Reporting Potential Claims Protects You Best
If you have been following this blog, you know that an attorney professional liability insurance policy is written to...
Risk Management & Practice ProtectionBest Practices To Keep Confidential Client Information Confidential
Most businesses handle confidential information. Whether it’s employee-related or due to trade secrets or some other...
The Legal Elements of a Lawyers Professional Liability "Claim"
As we have covered in other posts, for insurance purposes, a “claim” is any demand for damages made against an attorney...
Risk Management & Practice ProtectionPolicies and Procedures for Effective Risk Management
Businesses operate to make a profit. But, if companies don’t also effectively manage their risk, a lot of revenue can...