January 2026

TAX

Get ready for tax season

Guide clients through the significant changes in H.R. 1.

TAX

Filing season quick guide — tax year 2025

This annual tax quick guide highlights dollar thresholds, tax tables, standard amounts, credits, and deductions.

PEOPLE, LEADERSHIP & ADVANCEMENT

How a CPA beat burnout after strokes, years of depression

After suffering two strokes in four days, the author battled mental health issues before he learned to recognize, address, and prevent chronic stress.

PERSONAL FINANCIAL PLANNNING

Tax-efficient drawdown strategies in retirement

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

FIRM PRACTICE MANAGEMENT

Simple but effective AI use cases for CAS

Discover a six-step process to implement artificial intelligence and explore examples with specific tools.

ADVERTISING SUPPLEMENT

Shaping AI governance and controls

Bradley Niedzielski, National Business Controls Advisory Leader, and Audit & Assurance partner, Deloitte & Touche LLP, discusses why broad controls and strong governance are important when implementing AI.

ACCOUNTING EDUCATION

Teen CPA: Caleb Byers earns his license before age 20

Also a licensed pilot, the 19-year-old Floridian flew through college and the CPA Exam and is now a year into his tenure as an audit associate at a top-10 firm.

COLUMNS

FROM THIS MONTH'S ISSUE

Clean data faster using Excel’s REGEX functions

Excel’s REGEX functions provide a simpler, flexible solution to text-cleaning tasks, reducing the need to combine multiple functions when cleaning imported data. This JofA Technology Q&A article shows the way with step-by-step instructions and a video walkthrough.