Since the introduction of the first Group Life Insurance Plan in 1947, the AICPA Member Insurance Programs continue to meet the insurance needs of members.
Fort Washington, PA
Joined May 2012
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#Lifeinsurance can be a valuable part of your personal #financialplan. We answer some of the top questions that pop up when people shop for policies. bit.ly/36BltLK
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Where did Americans move in 2021? This population map will show you fastcompany.com/90735184/whe…
The average lifetime cost of formal long-term care is $172,000. Are you prepared? bit.ly/353a7Q3 #cpalife
"Diligence has always been an important trait for #CPAs – today that importance is even more elevated." More via @cpapracadvisor. bit.ly/2NBOywT
A lapse in #client integrity or ethics can negatively impact a #CPA engagement. #Toneatthetop matters. bit.ly/3paXTMi
#Busyseason can take its toll. Try these tips for better physical and emotional wellbeing as we approach the homestretch: bit.ly/3pcgLua
The pandemic created a new wave of #entrepreneurs. If you've been inspired to start your own #CPA firm, check out these tips: bit.ly/3IeQkvF
If you have a #hybridoffice model, then you need to revisit your #CPA firm's #cybersecurity approach. Our team shares risks to watch via @NJCPA: bit.ly/3q9wJVl
A docket system can be so valuable to #CPA firms during #busyseason. Find out how it can work for your firm: bit.ly/3BHB4ox
There are several types of engagement letters. Our team breaks down your #CPA firm's options: bit.ly/3pceQFY
It can be challenging for #newlyweds to merge their #finances. Our Mark Thomas shares advice to ease the process. bit.ly/3fRpAof
Are you worried about determining how much Life Insurance coverage you may need to help protect your loved ones? Let this easy-to-use interactive calculator help you today.
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Some #clients aren't worth the risk. We explain what #CPAs should consider as they pursue new business and evaluate their current roster: bit.ly/38pRdj4
Weigh the pros and cons before you agree to act as a partnership representative for your clients. Here's what #CPAs should consider: bit.ly/3o3W1UO
#CPAs will continue to deal with several lingering risks from 2021. Our team explains via @PICPA: bit.ly/3H2B8RH
The pandemic has shone a spotlight on employee #mentalwellness. Here's what #CPA firm leaders need to know. Via @OSCPA: bit.ly/3IBFOOS
Prudential’s new and improved Financial Wellness Assessment lets you explore how well you're spending, planning and protecting your money and assets, and gives you tips to do better. Check it out here: bit.ly/3tWaKVP
#CPAs - have you received a request for a third party verification letter? A good overview of how to handle it: bit.ly/34hemad
Do all of your #clients have up-to-date engagement letters in place? Find out why these tools are so critical for #CPAs via @ConnecticutCPAs . bit.ly/3nW5pKm