CPAs who work with seniors offer advice on how to keep older clients from falling prey to fraud.
Newsletter articles
Future-proof your tax practice by adding planning services
Consumers are seeking a primary point of contact to address the full scope of their financial needs.
Have you embraced innovation, diversity, and inclusion?
Offering new products and services can help your firm or organization stay afloat and grow.
The robots are not just coming, they are already here
In the accounting technology industry, machine learning systems are already working in the background.
How to practice mindfulness and lessen stress
Experts offer tips on how you can develop and exercise mindfulness to help get through demanding times.
Why Millennial CPAs should consider firm ownership
This column details the reasons firm ownership can be a great career path for young, entrepreneurial CPAs.
Add value with planning advisory services
CPA financial planners share questions their clients commonly ask and how they address them.
How CPAs can turn the great wealth transfer into opportunity
This article offers ways CPAs can meet the needs of the next generation.
Bring cryptocurrencies into the accounting classroom
Cryptoassets are hot topics, but integrating them into the curriculum can be a challenge.
Make your teaching more effective by using brain science
An educational neuroscientist explains how to use the brain’s pathways to your advantage.
How to break a bad habit
Even when you have a strategy for breaking a bad habit, carrying it out can be difficult. Experts suggested these tips.
How to know if it’s time to leave your job
Determine whether your current employer fits into your long-term goals.
Talk to your tax clients now about charitable giving
Without guidance, clients can end up giving to charity in ways that aren’t tax-efficient.
How to help clients rebound from a natural disaster
CPAs share tips on how to provide clients with the emotional support and financial know-how.
Guess how often you use your phone every day
A survey reveals how many times we check our phones, how many of us think we use our phones too much, and more.
Get people to meet your deadlines
CPAs and other experts offer tactics for getting clients and colleagues to respect deadlines.
How to recover from a workplace blunder
This column offers tips on how to handle workplace mistakes.
What should accountants ask themselves daily?
We asked nine CPAs for the questions they contemplate before their work day begins.
High-deductible Medigap plan makes sense for some
Medigap High-F provides the same coverage as Medigap F but has much lower premiums.
Practical ways to develop students’ critical thinking skills
Try these tips and exercises to improve your students’ analytical abilities.
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How to find the right CAS clients
The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.
