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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.

FROM THIS MONTH'S ISSUE

Tax season quick guide

Get ready for tax season with the JofA’s annual filing season quick guide, an easy-to-use compilation of dollar thresholds, tax tables, standard amounts, credits, and deductions. Download and print for quick reference this tax season.