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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.

SPONSORED REPORT

Preparing clients for new provisions next tax season

As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.