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Paid Family and Medical Leave Employer Tax Treatment: Deductions, Credits, and Payroll Reporting Paid family and medical leave PFML operates under two parallel
Independent Contractor Misclassification Defense: How CPAs Protect Clients From IRS Employment Tax Liability When the IRS determines that a business has been tr
CPA E&O Insurance: Is Your Professional Liability Coverage Adequate? Most CPA firms carry professional liability coverage — but carrying a policy and carrying a
AI Disintermediation in Insurance: How Brokers Can Stay Relevant in 2026 and Beyond The threat is real, but it is not evenly distributed. AI-powered direct chan
Trade Credit Insurance in a Tariff Era: What CPAs and Brokers Need to Know Trade credit insurance/glossary/trade-credit-insurance reimburses a business for acco
IRS Micro-Captive 831b Listed Transaction: What CPAs and Insurance Brokers Must Know in 2026 The IRS finalized regulations on January 10, 2025 T.D. 10022, 90 Fe
Stop-Loss Insurance for Self-Funded Health Plans: Specific vs. Aggregate Coverage Explained Stop-loss insurance is the financial protection that makes self-fund
Workers' Comp Premium Audit: What Brokers Must Know to Protect Clients from Surprise Bills Nearly every workers' compensation policy is auditable — the premium
Employer Childcare Tax Credit Under OBBBA: What CPAs and Insurance Brokers Need to Know The One Big Beautiful Bill Act OBBBA significantly expanded the IRC §45F
CPA–Insurance Broker Referral Fee Sharing: What's Legal, What's Not, and Compliant Alternatives CPAs and insurance brokers refer clients to each other constantl