Oswald Companies

Insurance benefits available exclusively to members

The Ohio Society of CPAs is committed to providing the most cost effective, innovative and value added programs to our members throughout Ohio. We are excited to announce a partnership with Oswald Companies as our new member insurance partner.

Whether you are in public accounting, industry, education, or a student the Society has products that will meet your individual or business needs. Even if you are the only member within an organization, you can offer these products as a cost savings to your employer.

Oswald became the official administrator for the Society’s member insurance programs April 1, 2007. If you have specific questions regarding this change in our insurance programs, please call CPAnswers, the Society’s member service center, at 888.959.1212 or Oswald’s Ohio Society of CPAs insurance hotline at 888.767.4548.

About Oswald Companies

Headquartered in Cleveland, with offices in Columbus and elsewhere in the Midwest, Oswald’s employee owners have been committed to the highest level of customer service and innovation since 1893. The members of our Member Benefits Committee and the staff at The Ohio Society of CPAs are confident in the team at Oswald Companies, and the service and solutions that will be delivered to you…our member.

• Learn more about Oswald Companies
• Get a quote now

Oswald sponsors OSCPA Underwriting Day

• Listen to the Underwriting Day podcast!

During OSCPA Underwriting Day, Oct. 30, Oswald Companies will review and discuss your group applications in person with an Anthem Blue Cross and Blue Shield underwriter.

The concept is to create bulk-buying leverage by submitting multiple group applications at one time. This allows The Ohio Society and Oswald Companies to:

• Maximize bargaining power for your company
• Negotiate directly, in person, with Anthem underwriters
• Speed up the application process

Participating in the OSCPA Underwriting Day is easy – here’s how it works:

1. Complete a group enrollment form for your company.
2. Have each full-time employee complete an employee enrollment form.
3. Complete an employee census form.
4. Make a copy of your most recent carrier bill and you current plan design.
5. Send the above information to Rob Peirce at Oswald Companies no later than Oct. 29, 2008 (or please bring to the Oswald Companies booth at the Columbus Accounting Show on Oct 29-30)

Contact Rob Peirce at Oswald Companies at 614.246.8510 or by e-mail at rpeirce@oswaldcompanies.com. Members are welcome to schedule an appointment with him for the Oct. 30 OSCPA Underwriting Day.

Podcasts from Oswald

• Section 831b Captives
• Accountants Professional Liability Coverage
• Personal Risk Audit
• Underwriting Day
• Health Savings Accounts
• Health Incentive Accounts

Articles from Oswald

• Capture profits with a proprietary insurance company
• Employers can control and even reduce health-related costs
• Failing to audit trust-owned life policies creates risks
• Hiring a nanny or au pair to care for your kids increases your personal risk–Are you fully covered?

MORE PRODUCTS & SERVICES

Gold level sponsors

Becoming a Gold Level sponsor entitles you to Gold Level booth location at shows (see Exhibit at an upcoming show), one ½ page ad in show program guide, six month listing under Products & Services, one class “A” sponsorship (see 2008 Exhibitor Opportunities), and company logo and link to company Web site on conference Web page.

CPA Review Course Providers

Planning to take the CPA exam? Consider taking a CPA review course to prepare you for the four parts of the Uniform CPA Examination.

The following partners and programs are offered exclusively to OSCPA members and offer benefits and discounts geared toward the CPA professional.

*Denotes Affinity Partners endorsed by The Ohio Society of CPAs.