Other keys to a great retirement include clarity of purpose, well-being, connectedness, giving back, and pursuing one’s passions.
Newsletter articles
Funny CPA Exam stories—and other memories of the test
This column features additional stories about readers’ CPA Exam experiences.
How to future-proof your firm’s marketing
Discover the 5 keys to helping your firm stand apart from the competition.
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 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.
Number of workers raiding retirement funds rises
More Millennial and Gen X employees are withdrawing money from their retirement plans than in prior years.
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.
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.
Make technology, not talent, your first priority
This column explores five reasons that technology has become an even higher strategic priority than talent.
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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.
