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PRACTICE MANAGEMENT
Cortlon Cofield, CPA/PFS, markets his virtual financial advisory practice with a pitch to Millennial clients.

How to win next-gen clients

Millennials’ finances are becoming more complex. Be the financial professional they turn to, and you could secure them as clients for life.

PERSONAL FINANCIAL PLANNING
How to identify and report health care fraud

How to identify and report health care fraud

Health care fraud is an important and complicated challenge for clients. CPAs can be instrumental in helping clients detect, report, and prevent health care fraud.

TECHNOLOGY
Excel vs. Tableau: See your data differently

Excel vs. Tableau: See your data differently

This article compares the data visualization program Tableau to Excel, examines their relative strengths, and provides a simple walk-through on how to use Tableau.

TECHNOLOGY
Power BI: An analytical view

Power BI: An analytical view

Data visualization applications such as Microsoft’s Power BI and Tableau can unlock the value of data. This article explores how Power BI works.

SPONSORED REPORT

Preparing clients for new provisions next tax season

As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.