Risk Management & Insurance Planning

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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

Get your clients ready for tax season

Help clients avoid surprises with year-end planning strategies for managing taxable income, maximizing deductions, and adjusting to OBBBA changes affecting individuals and businesses.

From The Tax Adviser

September 30, 2026

Navigating the QSBS rules in pass-through structures

September 30, 2026

Sec. 338(h)(10) elections in business acquisitions

August 31, 2026

What today’s clients expect from their CPA and how firms are responding

August 31, 2026

2026 tax software survey

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