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Professional
  Liability
 
Accountants



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 Malpractice Insurance for Accountants

Accountants Malpractice Risk Management Seminars 

Earn up to a 7.5% Premium Credit! Register Now for our June 2008 AICPA Risk Management Seminars in Cleveland and Wilmington, OH.

AICPA Premier Plan Accountants Professional Liability Insurance

The Premier Plan is professional liability insurance designed for CPA firms with: 

  • More than three professionals, and
  • Billings of above $400,000 per year
(The CPA Value Plan is available for smaller CPA firms.) 

Accounting Malpractice Insurance from a Name You Trust

This AICPA-endorsed plan is underwritten by the Continental Casualty Company, one of the CNA insurance companies. CNA has earned an "A" (excellent) rating by A.M. Best Company. 

Plan Features: Premier Plan Accounting Malpractice Insurance: 

 

Eligibility
 
 
 
  • More than three professionals*
  • Gross revenues of $400,000 or more for new applicants*
  • *We suggest the CPA Value Plan for smaller firms
Covered Services
 
 
 
 
 
 
 
 
 
 
  • Consulting services
  • Tax planning and preparation
  • Personal financial planning
  • Bookkeeping
  • Compilations
  • Reviews
  • Audits
  • Management advisory services
  • Information technology services
  • Litigation support services
Coverage Features
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
  • Flexible coverage that can be tailored to a firm's specific needs
  • Highly competitive rates based primarily on staff size and annual gross billings
  • Covers all personnel of firm: full-time, part-time, temporary, professional or clerical
  • Comprehensive coverage for a wide range of professional services, including:

    • Tax Planning Preparation
    • Audit and other Attest Services
    • General Accounting Services
    • SEC Engagements
    • Computer Hardware and Software Services
    • Business Advise
    • Personal Financial Planning
    • Litigation Support
    • Expert Witness Testimony
    • Management Consulting Services
  • Full prior acts coverage is available to qualified firms
  • Settlement paid only with the insured's written consent
    Claims-Made policy: covers claims first made during the reporting period
  • Trustee Coverage: covers all AICPA Program insureds at full policy limits
  • Coverage for Lost Income Reimbursement
  • Coverage for Regulatory Inquiry
  • Coverage for Subpoenas
  • Expanded Coverage for Personal Financial Planning
  • Defense Counsel
  • Innocent Insureds
  • Extended Reporting Period ("Tail")
  • CNA Claims Alert Hotline
  • Policy Information Hotline: Call 1.800.686.8080 with any questions regarding coverage
  • Premium Financing: Competitive rates available to qualified firms; financing rates available upon request
Limits
 
 
 
 
  • Ranging from $100,000/$200,000 to $20 million/$20 million for qualified firms
  • A variety of split limit options (such as $500,000/$1,000,000 or $1 million/$3 million) are available upon request
 Deductibles
 
 
 
  • Ranging from $500 to $500,000 for qualified firms
  • Aggregate deductibles available upon request
  • $0 deductible option is available on the CPA Value Plan
 Availability
 
  •  Brunswick Companies is administrator for the CPA Value Plan in OH and WV
 
 Requirements
 
 
  • All quotes are subject to completion of application and supplements and underwriting approval.
Options