Accounting, tax, auditing news

Manually reapplying filters and formulas when clients revise files is time misspent. Use Excel’s dynamic arrays and tables to automatically update schedules. This April Technology Q&A article provides step-by-step instructions and a video walkthrough.

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How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.

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LATEST NEWS

Uncredentialed tax preparer errors included fictitious deductions, review shows

IRS finalizes deduction rules for tips, adds 3 eligible jobs

GASB proposes guidance on infrastructure assets

FASAB announces new chair, new board structure

Executive turnover slows, but AI strategy remains unclear

Expansion gives millions of entities access to business tax accounts

IRS tapped Inflation Reduction Act funds to cover 2025 filing season, watchdog says

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Build a revenue-testing schedule that auto-refreshes

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Features

Elder fraud rises as scammers use AI

How to protect nonprofits from hidden fraud risks

Ways to de-risk concentrated stock portfolios

How are finance teams really using AI and automation?

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How to find the right CAS clients

From The Tax Adviser

Current developments in taxation of individuals: Part 1

Current Developments in Taxation of Individuals: Part 1

Considerations for intergenerational split-dollar arrangements

Navigating the Form 1099-DA reporting maze

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