Advertisement
Cover Image for October 2023
ADVERTISING SUPPLEMENT
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.

ADVERTISING SUPPLEMENT
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.

ADVERTISING SUPPLEMENT
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.

FROM THIS MONTH'S ISSUE

How to set up a simple automation in Zapier

When automating apps within the same tech ecosystem, that system’s automation options are highly effective. Tools like Zapier, though, allow automation across ecosystems. Learn how in this Tech Q&A article.