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Reevaluate metrics in pursuit of innovation

A former corporate innovation executive, who speaks in two weeks at AICPA & CIMA ENGAGE 22, explains next-level financial planning and analysis in this podcast episode with transcript.

Helping build a better tax system

A CPA describes his journey from a small practice to advising the IRS and Congress on issues of tax policy and administration.

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Preparing clients for new provisions next tax season

As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.