A firm leader with a focus on financial planning shares a family story that shaped her thinking on the importance of retirement readiness, especially, but not exclusively, for women.
Journal of Accountancy podcast episodes
An unorthodox path to CPA success
A CPA firm owner and mother of five shares the details of her success story in this podcast episode with transcript.
Why should CPAs understand ChatGPT?
Two accounting educators focused on generative AI provide a look into the future of tools such as ChatGPT in this podcast episode with transcript.
Driving fuel efficiency: CPAs’ changing role in oil and gas reporting
The keynote speaker at an upcoming AICPA & CIMA conference previews his session on how current and pending ESG reporting rules may affect CPAs in the oil and gas industry.
Summing up Sid: The ultimate CPA and friend to all
Hear the voices of four CPAs sharing memories of their interactions with Sid Kess, a pioneer who loved to share knowledge and grow the profession, one conversation at a time.
ERC suspended: What happens next
The IRS has suspended the processing of new employee retention credit (ERC) claims to focus on about 600,000 pending claims. Listen to this special Tax Section Odyssey podcast for details on how this may affect you and how to best proceed.
No regrets: Reflections on a family-owned CPA firm’s ‘great run’
A CPA grieving the death of his father, who was also a CPA, shares how writing about “beautiful” memories led to a book that teaches business lessons and more. Listen to his words or read the transcript.
Why the outlook of CPA decision-makers has improved
A quarterly survey of CPA decision-makers reveals that inflation is no longer the top challenge for the respondents’ organizations. Learn more in this podcast episode with transcript.
An updated practice aid and how it can assist in audits of digital assets
Updates to a digital assets practice aid provide valuable information for accounting for and auditing of digital assets. A CPA explains more in this podcast episode with transcript.
3 keys to building a strong team: Partnerships, people, goal alignment
A CFO with a focus on talent development shares the importance of partnerships, people, and goal alignment in this podcast episode with transcript.
Features
FROM THIS MONTH'S ISSUE
Tax-efficient drawdown strategies in retirement
Want to stretch retirement funds and avoid tax pitfalls? This article shares tips and models for smarter drawdown strategies that maximize after-tax wealth, manage Social Security and Medicare impacts, and minimize surprises. Also see: Tax season preview and quick guide.
