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Laura Felice, CPA, CGMA

Asking good questions and providing direction for strategic decisions is essential for finance employees in today’s business environment, according to Laura Felice, CPA, CGMA, senior vice president and controller at BJ’s Wholesale Club Inc.

Creating a data-entry form in Excel

The use of a data-entry form makes data entry faster and more efficient because you don’t have to go to multiple different cells to enter data, row by row.

Technology lessons from the pandemic — and beyond

The upheaval of the coronavirus crisis caused the accounting profession to turn to technology like never before. Our technology roundtable discusses what was learned — and what the future holds.

Ask the expert: Investing with an eye on taxes

Duncan Gates is Avantax’s Strategist–TSI Advisor Experience. In this role, he is responsible for providing education on tax-related topics and concepts, advisor training, and distribution of the Tax-Smart Investing platform.

Achieving partner unity

Firm leaders need to be on the same page to bring optimum results to clients.

Ergonomics for the home office

The human connection can be difficult to accomplish remotely, but the right workspace can ease some of the challenges and ensure you are at your best.

Former kiddie tax rules restored

Congress reverses changes made to the kiddie tax in the Tax Cuts and Jobs Act, allowing affected taxpayers to amend their returns.

Line items

PTIN fee to go down … COD case holding affirmed … Payments for faulty foundations are excludable

Alan Jowers, CPA

Building relationships is a key to helping clients achieve their mission, according to Alan Jowers, CPA, a partner with Carr, Riggs & Ingram, LLC.

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Tools for finding CAS clients

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

April 30, 2026

Current developments in taxation of individuals: Part 2

April 30, 2026

Hedge funds: Tax structuring, planning, and compliance

March 31, 2026

Current developments in taxation of individuals: Part 1

March 31, 2026

Current Developments in Taxation of Individuals: Part 1