Newsletter

End of Year Check-in: Reassessing Your Risk Strategy

As we approach year-end, it’s the perfect time to pause and holistically assess your risk outlook. Reshaping your strategy to protect what’s most important can bring peace of mind in business and life. This month’s issue offers valuable insights along with a Special Risk Alert to help safeguard your personal and professional future.

Help Protect Your Firm from Costly Audit Claims

As featured in the Journal of Accountancy

Audit claims against CPA firms are relatively infrequent—but they can be extremely expensive. Is your firm prepared? This article covers real-life scenarios, common claim assertions, and proactive strategies to both avoid and mitigate future claims.

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Aon Global Risk Management Survey 2025

These compelling survey results reveal the top business risks of professional service firms in contrast to global findings. Get practical analysis and insights to help your firm reduce current and emerging risk.

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Protecting Against Cracks in Your Financial Foundation

Establishing a strong financial foundation early on can help you prevent cracks down the road if the unexpected happens.

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What Does Renters Insurance Cover?

When renting a home or an apartment, make sure you’re protected. Check out this article, which shares the basics of renters insurance along with key takeaways to help you make an informed decision about coverage.

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Surviving Tax Season: Checklists to Manage Your Risk

Planning for tax season is a vital part of managing your firm’s liability risks. In this eBook, you’ll find detailed to-do lists and action steps to help you and your clients get prepared, reduce stress, and minimize risk.

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RISK ALERT: Modernizing Payments to and from America's Bank Account

Based on a recent Presidential Executive Order, all payments to and from the U.S. government will be made electronically. Learn what these new payment requirements can mean for CPA firms—including important dates, key risks, and practical strategies for client notification, engagement letters, and more.

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Aon Insurance Services is the brand name for the brokerage and program administration operations of Affinity Insurance Services, Inc., a licensed producer in all states (TX 13695); (AR 100106022); in CA & MN, AIS Affinity Insurance Agency, Inc. (CA 0795465); in OK, AIS Affinity Insurance Services Inc.; in CA, Aon Affinity Insurance Services, Inc., (CA 0G94493), Aon Direct Insurance Administrators and Berkely Insurance Agency and in NY, AIS Affinity Insurance Agency.