July 2021

PERSONAL FINANCIAL PLANNING

Planning for education expenses amid change

A Q&A addresses student loans, saving for college, and making plans in a changing environment.

PRACTICE MANAGEMENT

Find value in letting clients go

CPAs explain their approach to evaluating and parting ways with some clients.

FINANCIAL REPORTING & AUDITING

Vacation and sick pay accruals resulting from the pandemic

Travel restrictions led to a buildup of compensated absences and a corresponding liability that has implications for financial reporting, auditing, and management.

HUMAN RESOURCES

Finding the best talent using remote interviews

Social distancing and other pandemic precautions don’t have to slow down your search for talent. One organization offers tips for conducting effective remote job interviews.

PERSONAL FINANCIAL PLANNING

Medicare’s tricky rules on HSAs after age 65

Individuals working past age 65 who want to continue contributing to a health savings account need to carefully follow Medicare’s enrollment rules to avoid significant penalties.

TAX

Certified professional employer organizations: The first four years

Learn about the important role some CPAs play in the success of the IRS’s certified professional employer organizations program.

COLUMNS

FROM THIS MONTH'S ISSUE

Flip out with the latest Tech Q&A

The September Technology Q&A column shows how to create dynamic to-do lists with Excel's checkboxes and also how to set up multifactor authentication texts that don't rely on phones. Flip through both items and view a video walkthrough in our digital format.