Post-Tax Pause: Rethink Your Strategy

As tax season winds down, it’s a good time to reevaluate your personal and professional risk portfolio. This issue is your invitation to pause, check your risk outlook, and refocus with intention. We’ve curated some practical risk strategies to help safeguard your business and life.

Should I Disclose My Use of Gen AI to Clients?

As featured in the Journal of Accountancy

As CPAs begin to incorporate generative AI into their workflows, questions arise about transparency. This article explores whether and when to disclose AI use to clients. Take away some helpful guidance to help protect your professional integrity and client trust.

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How Does a Second Home Insurance Policy Work?

With a second property comes a second layer of risk. This article breaks down the limits of your homeowners policy and what additional coverage may be needed to help ensure your vacation home is fully protected.

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Client Termination Checklist: Know When to Let Go

Every client relationship isn’t meant to last forever. Misalignment, boundary issues, or risk concerns may be a reason to say goodbye. This checklist will help you navigate the termination process professionally and thoughtfully.

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Being Better Series: Why Nutrition Matters

What you eat directly affects how you think and feel—especially during high-stress work seasons. This 15-minute Aon podcast episode breaks down the connection between nutrition and well-being. Take a listen for some simple changes that can yield big benefits.

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Do I Have Enough Life Insurance?

Discover how life insurance can help offer peace of mind throughout life’s journey. This article highlights how to assess your coverage and ensure your loved ones are protected—now and in the future.

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

• TXCPA Convergence 2005 (Dallas Chapter) | May 2
Sheraton Dallas Hotel, Dallas, TX

• AICPA Employee Benefit Plans Conference | May 5-7
Caesars Palace, Las Vegas, NV

• MassCPAs CONNECT 2025 | May 6
Fairmont Copley Plaza, Boston MA

• NJCPA Convention & Expo | June 4-5
Borgata Hotel Casino, Atlantic City, NJ

• AICPA ENGAGE | June 9-12
Aria Resort, Las Vegas, NV

• FICPA Mega Conference | June 10-12
Universal Loews Sapphire Falls Resort, Orlando, FL

• ASCPA 2025 Annual Meeting | June 17
The Club, Birmingham, AL

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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.