Funny CPA Exam stories—and other memories of the test

This column features additional stories about readers' CPA Exam experiences.

Why you should discuss the nonfinancial aspects of retirement with your clients

Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.

The countries most likely to be affected by automation

Automation is inevitable, but its impact won’t be felt evenly across the globe.

How to future-proof your firm’s marketing

Discover the 5 keys to helping your firm stand apart from the competition.

How to avoid costly tax traps with inherited IRAs

This article helps CPAs familiarize themselves with the rules surrounding inherited IRAs and the best ways to deal with these accounts.

Blockchain opens new era for cross-border payments

Blockchain could streamline how money moves between nations.

How to talk to your clients about travel in retirement

CPA financial planners weigh in on how CPAs can discuss travel with clients approaching retirement.

7 tips for managing sideways

CPAs need to focus more on connecting with and influencing their management peers, not just the people above and below them.

CPA Exam advice from top scorers

The exam can seem overwhelming unless candidates have a solid plan to prepare.

CFOs and sustainability—a growing relationship

There are powerful reasons why corporate finance teams should be key participants in their business’s sustainability journeys.

How CPAs can help clients with student loan debt

Student loan repayment alternatives are complex, and borrowers struggle to make sense of their options.

Don’t let these myths stand between you and a teaching job

This article looks at three misconceptions CPAs often hold that can stand between them and teaching jobs.

Number of workers raiding retirement funds rises

More Millennial and Gen X employees are withdrawing money from their retirement plans than in prior years.

What the ‘retail apocalypse’ means for CPAs and their clients

CPAs will need to understand what’s ahead for the retail industry and be prepared to help clients answer some tough questions.

Make sure your CPA traits are assets and not liabilities

This column discusses how CPAs can let certain characteristics shine to their greatest advantage.

IRS heats up compliance enforcement on passport holders with tax debt

The passport restriction will affect the expatriate community and foreign travelers who haven’t established an agreement to pay their delinquent tax debt.

Help your clients make sense of Medicare

This column offers suggestions on the issues you should discuss with your clients.

How to encourage candor in your office

This column offers tips for creating an atmosphere where everyone feels free to speak up and criticism is delivered in respectful ways.

7 ways financial planners can better help Millennials

Millennials have different planning preferences and different goals from earlier generations.

Help clients afford health care in retirement

This column offers suggestions for how clients can plan for health care liability today to reduce their financial exposure in the future.