Year-end Reflections: Planning Ahead to Manage Your Risks

As the year comes to an end, it’s a time to reflect on your accomplishments and lessons learned. It’s also a good time to evaluate your risks and make plans to manage them in the year to come. To get you jumpstarted, this issue’s content is focused on helping you mitigate risks and take steps to protect your financial future for your family and your business.

Why Didn't You Warn Me? How to Not Lose Sleep Over NOCLAR

As featured in the Journal of Accountancy

This article covers the Noncompliance With Laws and Regulations (NOCLAR) interpretation, offering a helpful framework for addressing noncompliance. Learn to understand, communicate, advise, and evaluate as essential steps for mitigating risk. Stay informed and ready to navigate NOCLAR challenges.

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How Life Insurance Fits Into Overall Financial Planning

Life insurance can be more than just a safety net. It's a cornerstone of a comprehensive financial plan.

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Your Survival Guide for Tax Season

Tax season is a hectic time. Preparing for the upcoming tax season is a key step in managing your risks tied to tax services. These pre-tax season checklists offer valuable suggestions to help your firm plan effectively.

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Leveraging Client Termination Letters to Help Avoid Future Problems

Breaking up with clients can be risky business. When ending a client relationship, refer to this article for practical guidance, sample termination letters, and a checklist to help your firm avoid future problems with former clients.

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Home Insurance Deductibles FAQs

Navigating home insurance deductibles—what they are, when they apply, and how to choose one—can be tricky. This FAQ guide will help you select the deductible that best suits your needs.

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ATTENTION PROFESSIONAL LIABILITY POLICYHOLDERS

Updated sample engagement letters are now available by logging into the Policyholder Resource Center with your firm's policy number.

Not a current professional liability policyholder through AICPA Member Insurance Programs?

Learn why you should be part of the program designed for CPAs by CPAs!

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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.