Plan Tomorrow Today


SURVEY SAVVY

f your clients’ personal savings accounts aren’t increasing fast enough to provide a lucrative retirement, you might suggest they switch to equities. Nearly 57 million U.S. households owned stock directly or through mutual funds—three times the number that did two decades ago, according to a survey by the Investment Industry Association and the Securities Industry Association. Even though this growth was primarily through employer-provided retirement plans, three-quarters of those surveyed owned individual stocks outside of these plans and used professional financial advisers.

PODCAST

What’s next for potential CPA licensure changes

A new model proposed by NASBA and the AICPA is designed with an eye on the future for newly licensed CPAs. The AICPA's Carl Mayes, CPA, provides background on the project and a look ahead to 2020.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.