September 2020 - Journal of Accountancy

Bonus: The percentages for all 13 products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2020 tax software survey.

Statement on Standards for Attestation
Engagements (SSAE) No. 19, Agreed-Upon
Procedures Engagements, provides practitioners more flexibility for performing agreed-upon procedures engagements.

Discussing the nonfinancial side of retirement with clients gives them a better idea of what to expect and gives CPA financial planners insight into how much they might spend.

Mackey McNeill, CPA/PFS, founder of Mackey Advisors, based in Bellevue, Ky., developed a process for encouraging clients to discuss the nonfinancial aspects of retirement.

The ENGAGE 2020 conference went all virtual this year because of the pandemic but still featured useful tips on accounting, auditing, technology, client services, and more.

As states become ever more aggressive in pursuing companies to collect sales tax in the wake of the Wayfair ruling, businesses must be alert to possible exposure.

Munis remain as popular as ever, but states’ fiscal woes from COVID-19 and other trends could alter the investing landscape.

Accounting professionals know that data security is a more urgent concern than ever. Dustin Hall, a cybersecurity expert and director of CPACharge, recommends the following security tips to CPAs.

Mike Schneider, East Region Managing Partner, Audit for KPMG LLP, offered insights into how the firm is dealing with the changes to its workplaces while continuing to serve clients.