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Insurance License CE Requirements: Continuing Education to Renew Your Producer License Most states require 24 hours of continuing education per two-year renewal
How CPAs and Insurance Brokers Should Collaborate When a Client Starts a New Business The three most expensive mistakes new business owners make — choosing the
Tax Implications of a Business Insurance Claim Payout: What CPAs and Brokers Need to Know Insurance claim proceeds are not automatically income-free. The indemn
How to Evaluate and Submit an IRS Offer in Compromise for Business Clients An Offer in Compromise OIC allows a taxpayer to settle a federal tax debt for less th
How to Make Employer Health Plans Comply with Mental Health Parity Requirements The Mental Health Parity and Addiction Equity Act MHPAEA requires group health p
Anti-Rebating Laws and Broker Compensation Disclosure: What Insurance Brokers Must Know Anti-rebating statutes prohibit insurance producers from offering, promi
How to Conduct an Insurance Annual Review That Retains Clients and Uncovers Coverage Gaps The annual review is the single highest-leverage activity in a commerc
Business Insurance Premium Tax Deductions: What's Deductible, What Isn't, and How to Document It Most business insurance premiums are deductible as ordinary and
How Insurance Brokers Differentiate from Direct Writers When Price Is the Client's Only Concern When a client says "I can get the same coverage cheaper direct,"
How to Explain COBRA Continuation Coverage to Employer Clients and Departing Employees COBRA continuation coverage under ERISA §§601–608 and IRC §4980B allows q