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Cover Image for September 2025
PERSONAL FINANCIAL PLANNING
Calming nervous clients nearing retirement

Calming nervous clients nearing retirement

Experts in personal financial services recommend helping clients keep economic shocks in perspective, simplify their finances, and try out aspects of retirement life.

PRACTICE MANAGEMENT
Smiley, frowney, and neutral faces for Tax Software Survey.

2025 tax software survey

CPAs rate their return preparation software’s performance during this year’s tax season.

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How to protect nonprofits from hidden fraud risks

CPAs can help not-for-profits spot the red flags of common schemes, so they can take steps to tighten controls and reduce exposure.