Preparing for the Challenges Ahead

Life throws us a whirlwind of challenges—both in practice and in life. It’s critical to stay prepared for the unexpected. This month’s issue is focused on helping you minimize the downside when the unexpected happens, along with recognizing future challenges as we celebrate Long-Term Care Month.

Tax Benefits of Long-Term Care Insurance

Whether you are a business owner, a key decision maker, or an individual, check out this article to learn how you may benefit from the certain incentives of traditional long-term care insurance.

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Missed Due Dates: Diligence and the Lurking Danger

As featured in the Journal of Accountancy

Letting client deadlines slip through the cracks can be risky business. Check out this article to learn how methods like the docket system can help you avoid missing client deadlines. It’s a great reminder to stop, prioritize, and be diligent in effectively managing your risks.

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Long-Term Disability Coverage Explained

You might not think you'll become disabled and unable to work, but common reasons for disability could happen to anyone. Disability coverage can help protect your future.

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Understanding "Full Coverage" Car Insurance

This article offers a quick overview of Full Coverage Car Insurance to help you understand what the term really means, how these coverages compare to others, and whether you need it to help protect your vehicles.

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Professional Liability Issues in "Success"ion Planning

Your professional liability risk does not necessarily retire when you do. This article points to some important considerations to help you prepare to mitigate claims that can arise, even years after the service is delivered, so you can have peace of mind in your retirement.

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Important Reminder: Initial BOI Filing Deadline is Almost Here!

Reporting companies created before or registered to do business as of December 31, 2023, have until January 1, 2025 to file an initial BOI report with FinCEN. FinCEN has also provided reporting extensions to certain victims of hurricanes Beryl, Debby, Francine, Helene, and Milton. Your clients may ask for assistance with their BOI reporting requirements. Stay informed so you don’t miss this important deadline.

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Events
Expand your circle of knowledge. Meet & greet our AICPA Risk Advisors at these upcoming events:

Digital CPA Conference 2024 | Dec 8-11
Hyatt Regency Denver, Denver, CO

MACPA CPA Summit | Dec 17 – Virtual

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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.