This column offers steps to position your firm to keep your corporate clients as they transition their businesses and find new individual clients as your existing clients age out.
Newsletter articles
Make clients aware of their options for student loan debt relief
CPAs armed with the right information are well-positioned to help clients with student loans save a considerable amount of money.
How Industry 4.0 will change accounting
This column discusses the financial impact of the fourth industrial revolution and why CPAs need to prepare for changes.
How to make a professional apology
CPAs and business-etiquette experts offer tips on apologizing.
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.
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.
Features
FROM THIS MONTH'S ISSUE
Drafting an AI policy that actually works
As AI use accelerates, many firms are discovering their policies haven’t kept pace. This article breaks down what CPAs and finance leaders should consider when drafting an AI policy that’s practical, flexible, and fit for real world use.
