Question
CPA and lawyer covered under the policy?
Answer
David, looking quickly at a copy of the AICPA policy, it appears that in order to be a covered person under the policy, beyond being a member of the AICPA, less than age 70, having enrolled in coverage and paying premiums, it appears you must be working at least 17.5 hours per week. While I did a basic review of the policy, my quick glance shows no requirements that you must be working as a CPA or that your own occupation is currently that of a CPA. While I am happy to speak with you to take a deeper dive into the policy and your and your wife’s coverage, I believe you both should be covered under the policy so long as you are members of the AICPA and continue to pay premiums.
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