Category Archive for: ‘Theme of the Month’

Theme of the Month: Staying Safe During the Holidays

During the Holiday seasons, there are numerous risks home owners will encounter, including the purchase and care for a Christmas tree. Purchasing and caring for a live tree in the house is a great tradition many families pass down through the generations, but caring for that tree properly is something that's sometimes overlooked.  If a Christmas tree catches fire it …

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Theme of the Month: Cyber Attacks on the Affluent

  No one is immune to this threat and knowledge is the foundation of prevention   Attacks on Businesses A corporate accounting client of mine offers bill paying as a service to customers and was tricked into thinking one had requested a wire transfer. It wasn't until the next day when they realized the entire request was fraudulent, and unfortunately …

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Theme of the Month: Back to School

With the cost of college growing, so are the risks associated with it. Making sure you have the proper insurance coverage in place can make all the difference. There are a number of small things a parent can do that can take away major headaches down the road. This includes the auto policy the student is listed under as well …

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Domestic Employees & the Need for Worker’s Comp Insurance

The more time you spend at work, the less time you have for routine chores around the house.  Often, the solution is to hire a 3rd party contractor for occasional help. Having Molly Maids come every week or the window cleaning company that comes every spring are good examples. However, if the need is greater and a cost/benefit exists, a …

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Wildfire Protection

If you live in an area prone to wildfire, you know the threat is real and anything in the fire’s path has the potential for complete devastation.  In fact, it’s not uncommon for wildfires to destroy in excess of $250,000,000 worth of homes each year.  In order to protect the vested interest they have in preserving your home, many insurance …

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Theme of the Month: 4 Less Obvious Provisions that Impact Professional Liability for CPAs

No accounting firm is immune to the increased exposure to litigation due to changing tax codes, auditing standards, and the economic environment. A firm’s best protection is an E & O policy with terms negotiated in its favor.  Some terms are fairly obvious like limits and deductibles, but the devil is in the details.  Here are some thoughts on four …

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Theme of the Month: Summer Parties and Social Host Liability

Whether you are celebrating the graduation of a child or having having a 4th of July barbecue, if you are planning to serve alcohol at any type of party, it is important to take precautions to reduce your liquor liability and make sure you are adequately insured. Click to read more on how you may take these precautions. Typically there …

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