Organizations that don’t innovate can struggle to keep pace in a rapidly changing business environment. Consultant Bill Swedish offers insight into how finance teams can innovate.
Journal of Accountancy videos
Annette Nellen, CPA, CGMA, Esq., chair of the AICPA Tax Executive Committee, outlines federal, state, and local tax obligations for clients involved in sharing economy activities.
Three reasons why client engagement letters are essential, according to Deborah Rood, CPA.
Anoop Natwar Mehta, CPA, CGMA, the CEO of Science Systems and Applications Inc., explains his approach to checking work email while on vacation and how he prioritises work and family time.
Critical thinking and problem-solving are among the skills sought by finance leader Sandi Briggs, CPA, CGMA, the CFO of the U.S. Anti-Doping Agency.
Due diligence begins with one question you should be asking every client, according to Annette Nellen, CPA, CGMA, Esq.
Deborah Rood, CPA, outlines the four instances where claims can be severe.
Whatever you call it, you're likely already doing financial planning for your clients, says Ted Sarenski, CPA/PFS.
Here's why clients shouldn't be worried that Social Security will completely disappear.
Lori Luck, CPA/PFS, discusses the many ways CPA financial planners can assist retiring clients, and why she finds it fulfilling to help clients meet their retirement goals.
Chris Benson, CPA/PFS, talks about why personal financial planning can be a rewarding field for younger CPAs.
Lisa Featherngill, CPA/PFS, talks about why it’s so important for families to communicate about estate plans.
CPAs can provide invaluable assistance to clients who are getting divorced. Tracy Stewart, CPA/PFS, explains how.
Lori Luck, CPA/PFS, and Brooke Salvini, CPA/PFS, discuss the life changes that often lead clients to meet with CPA financial planners.
Interested in becoming a CPA/PFS? Steve Klane, CPA/PFS, and Ryan Genor, CPA/PFS, who both transitioned to personal financial planning after traditional CPA careers, talk about how they got started.
Lisa Featherngill, CPA/PFS, and Brooke Salvini, CPA/PFS, discuss how having tax knowledge has helped them practice financial planning.
CPAs possess technical expertise and are viewed as trusted advisers by their clients. As Chris Benson, CPA/PFS, Brooke Salvini, CPA/PFS, and Lori Luck, CPA/PFS, explain, that’s why they’re well-suited to provide personal financial planning services.
Lisa Featherngill, CPA/PFS, and Brooke Salvini, CPA/PFS, explain why they find being a CPA financial planner is rewarding and meaningful.
Marc Staut, a principal with Boomer Consulting, demonstrates some of the best technology and other gadgets he carries in his bag. In this video, he demonstrates various charging cables, battery packs, and associated tools.
Marc Staut, a principal with Boomer Consulting, demonstrates some of the best technology and other gadgets he carries in his bag. In this video, he gives a hearing to some of the best headphones and ear hooks on the market.