Journal of Accountancy Large Logo
January 2010
Roth Conversion
TAX / PERSONAL FINANCIAL PLANNING

This strategy to leverage income taxes today for tax-free withdrawal indefinitely is especially attractive to wealthy families and young, high-income earners.

Tax Season Kicks Off
TAX

New and extended stimulus provisions come into play for the 2009 tax year filing season. Plus: A printable card with a handy collection of important numbers for individual returns to keep at your fingertips for tax season.

PRACTICE MANAGEMENT

Manufacturing environments have long used Lean Six Sigma to achieve standardized and efficient processes. When applied to a service setting such as an accounting firm, this method can help identify solutions for waste and areas for process improvement with measurable and achievable results.

PRACTICE MANAGEMENT

When a client begins to suffer from diminished mental capacity, it can interfere with the CPA/client relationship. Deciding what actions to take under such circumstances can be challenging. This article offers suggestions to help practitioners work successfully with vulnerable clients and their families.

PROFESSIONAL DEVELOPMENT

In a down economy, corporate-sponsored outreach events can have a positive impact on the community and your business.

FRAUD

Are you well-versed in the red flags of falsified financial statements? Take this quiz to determine how your knowledge about detecting and investigating financial statement fraud stacks up.

ECONOMIC SURVEY

A high-level look at the results from the Business & Industry Economic Outlook Survey Q4 2009, conducted by the AICPA and the University of North Carolina's Kenan-Flagler Business School.

FROM THE AICPA INSIDER GROUP

High-performing firms include technology in their strategic plans and leverage those tools to help them succeed in areas such as client service, practice management and staffing.

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News

Spotlight On

Tax Filing Season Resources—Tax Year 2009

This page is your one-stop shop for all the updates you need to know for this year’s tax filing season. Find resources from the JofA and The Tax Adviser, plus tax return checklists and tax savings tips from the AICPA, categorized by tax topic.

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