Risk Management & Insurance Planning

Topics

June 26, 2025

JofA branded podcast: The evolving insurance market for high-net-worth clients

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

June 15, 2020

Preparing for future health needs

As trusted advisers in their clients’ lives, CPAs can play an important role in long-term health planning.

March 1, 2020

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.

December 1, 2015

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.

SPONSORED REPORT

Preparing clients for new provisions next tax season

As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.