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The SECURE 2.0 Act and its impact on the retirement plan landscape

The SECURE 2.0 Act and its impact on the retirement plan landscape

Ronald Ulrich, QKA, QPA, CPC, VP of Product Consulting and Compliance, ADP Retirement Services, discusses why it’s crucial for financial professionals, plan sponsors, and employees alike to understand the law’s impact on retirement plans.

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Navigating change

Navigating change

Becky Munson, CPA, Partner, Cloud Accounting Services, Eisner Advisory Group, LLC, talks about her experience spearheading the process of combining two CAS practices due to a firm merger.

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Leveraging advanced tech

Leveraging advanced tech

Dean Sonderegger, Senior Vice President and General Manager Research & Learning, Wolters Kluwer Tax & Accounting North America, discusses how AI is transforming the accounting profession.

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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.