Naming Your Client as an Additional Insured

You may have clients that request you include them as an additional named insured on your professional liability policy.  They believe that being included as a named insured or additional insured, provides them further protection should a claim arise.

This may be true for some forms of insurance, but it can be exactly the opposite for professional liability polices.  Read more

Fraud Resources

As part of our 2007 Webcast Series, Naplia presented a Webcast on Fraud & the Accounting Industry. Visit our Fraud Page to view:

     Highlights from the presentation

     Internal & external checklists

     Risk Management information

Accountant Resources

Lender's Request for Self-Employed Status

A recent trend, has been for Financial Institutions to request, from accountants, for verification of client's self-employed status. Read more and get sample wording.

Record Retention - policies, resources, faqs

Alternative Dispute Resolution Language

Engagement Letters

Engagement letters are one of the most effective tools in mitigating potential malpractice claims.  Learn the valuable elements of successful engagement letters and get sample wording.

Engagement Letter Homepage

Articles

Accountants

Top 10 Causes of Malpractice, and Ways to Avoid Them

Negative Engagement Letters

Suits for Fees - ways to avoid them

Attorneys

Marketing Your Law Firm

Investment Advisors

Eight Disadvantages of having your professional liability insurance solely through your Broker/Dealer

Home Inspectors

How to Avoid Being Sued

A Home Inspector's guide to keeping out of the defendant's chair