Millennials’ finances are becoming more complex. Be the financial professional they turn to, and you could secure them as clients for life.
March 2020 - Journal of Accountancy
AUDITING
Lease accounting standard requires new auditor judgments
Auditors need to evaluate new processes and controls in determining whether clients and companies are complying with FASB’s new lease accounting standard.
PERSONAL FINANCIAL PLANNING
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
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
Data visualization applications such as Microsoft’s Power BI and Tableau can unlock the value of data. This article explores how Power BI works.
COLUMNS
CHECKLIST
PROFESSIONAL LIABILITY SPOTLIGHT
From the Tax Adviser
TAX PRACTICE CORNER
TAX MATTERS
TECHNOLOGY Q&A
THE LAST WORD
SPONSORED REPORT
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.
From The Tax Adviser
March 31, 2026
Current developments in taxation of individuals: Part 1
March 31, 2026
Current Developments in Taxation of Individuals: Part 1
March 6, 2026
