In this Journal of Accountancy branded podcast, hosted by Clint Costa, CPA, J.D., LL.M., a senior wealth strategist at Choreo, experts discuss how to help clients, especially high-net-worth ones, navigate growing and changing challenges in seeking proper insurance coverage. Play the episode below or read the edited transcript: Transcript Introduction: Thank
Advertisement
Topics
Risk Management & Insurance Planning
Preparing for future health needs
As trusted advisers in their clients’ lives, CPAs can play an important role in long-term health planning.
How to identify and report health care fraud
Health care fraud is an important and complicated challenge for clients. CPAs can be instrumental in helping clients detect, report, and prevent health care fraud.
Guiding clients through the Medicare Part B enrollment minefield
CPAs can help seniors avoid expensive penalties and coverage gaps by giving timely advice on the government health plan’s enrollment periods.
Features
FROM THIS MONTH'S ISSUE
AI risks CPAs should know
Are you ready for the AI revolution in accounting? This JofA Technology Q&A article explores the top risks CPAs face—from hallucinations to deepfakes—and ways to mitigate them.
From The Tax Adviser
January 31, 2026
Trust distributions in kind and the Sec. 643(e)(3) election
January 31, 2026
Effects of the OBBBA on higher education
December 31, 2025
