| Product Line: |
Professional Liability |
| Class: |
Accountants' E&O |
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| Program: |
CPA Gold |
| Contact: |
Dan Cleary or Jorgensen & Company |
| Coverage: |
Coverage for accounting professionals' errors and omissions. |
| Exclusions: |
Bodily Injury
Property Damage |
| Optional Coverage: |
Personal Financial Planning
Registered Investment Advisors
Trustee Services |
| Geography: |
Nationwide |
| Issuing Company: |
New York Marine and General Insurance Company (admitted) |
| Capacity: |
Maximum limits are $5 million. |
| Typical Insureds: |
Small (including sole practitioners) to medium sized CPA firms performing audits, compilations, tax planning and compliance, as well as financial planning. |
| What It Covers: |
Professional errors alleged in connection with accounting services rendered.
Expenses arising from subpoena responses and disciplinary actions. |
| Underwriting Concerns: |
Size
Revenues
Areas of Practice
Insureds are viewed more favorably if they focus their practice on a specialty in which they have expertise, and maintain good loss control procedures and education. |
| Tips: |
SEC related exposures are considered and may be covered by extensions/endorsements. |
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This program is available exclusively through our program managers, Jorgensen & Company, and is called CPA Gold. For more information, please contact them here.
Underwriters