ChatGPT’s agent can set complex goals, create a plan to meet those goals, and adapt to changing circumstances.
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Using TEXTSPLIT to dissect Excel text strings
TEXTSPLIT is a very useful function for breaking down text cells that contain different lengths of text and delimiters.
Using Excel’s TEXTBEFORE AND TEXTAFTER functions to easily tame messy data
Excel’s TEXTBEFORE and TEXTAFTER functions allow users to quickly split up text in ways that used to require combinations of functions like LEFT, RIGHT, MID, and FIND, leading to some confusing formulas.
CPA firm funding — no one right answer
From tech investments to partner buyouts and private equity, CPA firms are evaluating capital needs in a changing environment. Explore the latest trends in CPA firm funding.
Navigating outside investors: Safeguarding ethics and independence in evolving practice structures
The AICPA’s Professional Ethics Executive Committee (PEEC) is updating guidance for firms navigating private-equity investments and alternative practice structures. Find out more in this JofA article.
Right-size your quality management documentation for SQMS No. 1
Optimize quality management documentation for SQMS No. 1. Check out these practical tips to keep documentation appropriate and comprehensive, yet right-sized. Remember, the QM deadline is Dec. 15.
AI-driven spreadsheet tools — what CPAs need to know
Emerging AI-enabled, automated data management tools such as Paradigm have the potential to challenge Excel’s current market dominance.
Using 3 Excel View tools to manage large spreadsheets
This month’s column shows how you can use Microsoft Excel’s View features to more easily
navigate big datasets.
Are you prepared for the cost of a data security incident?
Accounting records are a tantalizing target for hackers. Learn about the risks, response strategies, and best practices to help safeguard your business.
Why accountants need to master the art of reading the room
Discover and develop a powerful skill for stronger client relationships and business growth.
Building a better firm: How to pick the proper technology
Automation and other technologies are essential for business model modernization. Experts offer tips on choosing the right tech.
AI-powered hacking in accounting: ‘No one is safe’
Artificial intelligence is producing scary good cyberattacks, but CPAs can take steps to lower their risk of being a victim.
Spouse is not entitled to sales proceeds in a judicial sale of taxpayer’s home
A taxpayer’s spouse lacked an interest in the home under state law, the Eighth Circuit held.
Flowthrough forfeiture loss deduction denied
Application of the public policy doctrine is not limited to where a criminally convicted person directly pays a fine or penalty, the Tax Court held.
IRS fails to meet its burden that a valid notice of deficiency was mailed timely
The IRS was not entitled to a presumption of proper mailing for a notice with an erroneous address that it contended the taxpayer nonetheless received timely, the Tax Court held.
How BI and analytics enhance management accountants’ partnering role
Business intelligence and analytics tools are no longer optional to deliver real-time insights and support agile business decisions.
Line items
AICPA supports bill that lets married domestic violence victims file taxes as single … New commissioner confident IRS can implement OBBBA’s tax provisions … IRS staff cuts could put burden on practitioners to explain OBBBA … Congress passes act allowing tax relief when a state declares disaster … AICPA: Guidance needed on catch-up contributions under Roth mandate … It’s no joke: Being nice is among this attorney’s top ways to deal with the IRS
5 essential tactics of future-ready firms
As the accounting profession continues to evolve at an ever-increasing rate, firm leaders need clarity around what to do to be future-ready. Discover five essential strategies to get ahead in this JofA article.
Incorporating prompt engineering into the accounting curriculum
It is imperative that accountants learn how to write effective instructions for generative AI applications like ChatGPT.
Taxpayer’s circumstances do not warrant equitable tolling
The Tax Court held that the taxpayer did not show that he pursued his rights diligently or was prevented by extraordinary circumstances from filing his petition timely.
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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.
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