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Newsletters – Journal of Accountancy

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Journal of Accountancy podcast

• Reflecting on AI’s rise in accounting, looking to what comes next
• AI, succession, the talent pipeline, and defining ‘unapologetic’ ambition
• Shutdown concerns, the quest for tax guidance, the future of IRS service
• Car talk: M&A, AI and EVs changing the dealership landscape
• Professional liability risks related to Form 1065, CPA firm acquisitions
• ‘We’re still the thinkers’ — a reminder for tax pros in the AI era
• Strong storytelling helps speakers deliver ‘medicine’ without the aftertaste
• Summing up economic sentiment and concerns about inflation and tariffs
• Take a bold leap instead of a tentative step
• Mark Koziel Q&A: Talent, sense of community, profession opportunities
• Loving your work, leaving work behind, and returning refreshed
• The power of a digital detox and the value of committee volunteering
• JofA podcast summer hiatus
• Summer surfing reminders to avoid a transformation wipeout
• Mitigate or exacerbate fraud risk? Culture’s critical role
• From Jamaican track star to CPA: A firm leader’s unlikely career path
• AICPA tax priorities and wins in the budget bill now with the House
• Change for the better: How your attitude can make all the difference
• JofA branded podcast: The evolving insurance market for high-net-worth clients
• A trailblazing CPA on managing a merger and why it’s OK to lose clients
• Accounting talent pipeline: What’s the buzz from ENGAGE?
• Pessimism, tariff tremors prominent in CPA execs’ sentiment
• Seek first to understand: How a finance leader manages global teams
• Why the PTET SALT deduction is the AICPA’s ‘No. 1 priority’
• The ‘robot uprising’ and you: A CPA leader’s view on harnessing AI
• Professional liability Q&A: AI disclosure, retired-partner risk, and more
• The value of stay interviews; also, are business cards becoming extinct?
• Overcoming ‘the creep’ that puts our dreams and goals on hold
• An overlooked growth opportunity: Uncertainty
• The new CPA Exam: Year-one trends and tips for success
• The uncomfortable work of leadership
• Tax legislation, audit oversight, and other AICPA advocacy focus areas
• Tips for driving change and driving out drama
• JofA-branded podcast: Critical conversations about business transition planning
• Financial tracing: Show me the money
• Explaining stablecoin risks and the need for reporting criteria
• Breaking down the reasons for a decline in economic sentiment
• Leading change: The CFO agenda, International Women’s Day
• Want to be CEO of a CAS practice?
• Defining the office in 2025: Shifting models of where work gets done
• AICPA & CIMA CEO about accounting: ‘The opportunities are endless’
• 3 things to know about AICPA & CIMA’s new CEO
• Keys to building winning teams at work
• ‘A big tax year’: What practitioners need to know now
• The CFO who ran her own race but didn’t run (or swim or bike) alone
• Risk resolutions for 2025: Remember to put your No. 1 client first
• Hiring best practices: How to succeed in a competitive labor market
• Seeing the future: 4 CPA leaders look ahead to 2025
• Farewell Q&A as CEO: Melancon talks retirement, passion for profession
• A change in optimism about the US economy
• 2025 tax preview: Perspective from an AICPA tax policy advocate
• Future leaders, be advised: ‘What got you here … won’t get you there’
• Driving better savings discipline and loving the work you do
• How auditors can demystify transformative technology
• Advice for future CFOs: One communication skill that sets you apart
• Analysis, clarity, and a quiz: A preview of the National Tax Conference
• The value of connection: Reflections of an advocate for women
• Never give up: A CFO tackles tech implementation and triathlons
• JofA highlights: Tackling accounting’s talent shortage, ChatGPT tips
• AICPA chair: Why change is good, and needed, for the profession
• What replaced inflation as the top challenge for finance leaders
• Chasing the right things: Keynote speaker’s keys to contentment
• Potential effects of Loper Bright and Corner Post on tax practitioners
• Lessons learned, future in focus: Melancon looks back and ahead
• A matter of trust: Melancon reflects on nearly 30 years as CEO
• ‘Time is of the essence’: Next steps after the NPAG report release
• Tech adoption at light speed: Balancing euphoria with cynicism
• What is cannabis rescheduling? And how might it affect CPAs?
• How tax practitioners viewed filing season, plus ERC and BOI updates
• Analyzing Moore: The ruling that upheld the Sec. 965 transition tax
• Longtime CPA leader: ‘An amazing time to be in the profession’
• Parting thought from ENGAGE: Don’t let tech changes overwhelm you
• Quality management: Details of a standard-setting journey
• Small ‘signs of strength’ despite continued concern about inflation
• AICPA & CIMA CEO search: Details from the selection committee chair
• More than coffee and LinkedIn: ‘You never know who you might inspire’
• Maximizing the ENGAGE experience: A co-chair’s guidance
• Why the SEC climate rule deserves CPAs’ attention
• After April 15: Top-of-mind tax advocacy topics, including the ERC
• How AI can drive a proactive approach to corporate finance
• How accountants can appropriately rely on AI
• ‘Go before you’re ready’: Advice for leaders in all walks of life
• Comfort in the uncomfortable: One-on-one meeting strategies that work
• Working 9 to 9: One expert’s experience with severe burnout
• How to best tackle technology and the talent pipeline
• The reasons economic sentiment about the coming year is on the rise
• The CFO agenda: Hybrid work, cybersecurity, career development and more
• Clearing up BOI confusion and other tax advocacy updates
• Why are there fewer accountants? What the research says
• Bubble trouble: How leaders can identify and escape their biases
• JofA roundtable: Why 2024 is shaping up as a big year for ‘people tech’
• Tech roundtable: AI and automation go way beyond ChatGPT
• What it’s like to be a finance apprentice
• Why accounting deserves STEM status, and how you can help
• Super Bowl CFO Q&A: AI, risk management, enjoying the moment
• Explaining the role of ARSC and its decision tree
• ERC, BOI, e-signature relief: 3 focus areas for tax advocacy
• The importance of targeting talent early, enthusiastically
• For all future bosses: A leader’s take on in-office work, AI, and more
• Gen AI, business model transformation, and more with AICPA & CIMA CEO
• A Robert Half executive on the 2024 hiring outlook
• Power of the peer group: Riding the wave of finance transformation
• Podcast part 1: Melancon on news and trends affecting CPAs
• The 2024 hiring plans of finance executives, plus their top challenges
• Hear all about it: What’s in the December JofA
• Doubling down on tech: What’s in store at Digital CPA in Vegas
• In an online meeting, where do you direct your eyes?
• ‘Moving so quickly’: The latest on ESG compliance
• Better business: How to invest in staff and keep staff invested
• No Plan B: A personal lesson about retirement readiness
• An unorthodox path to CPA success
• Why should CPAs understand ChatGPT?
• Driving fuel efficiency: CPAs’ changing role in oil and gas reporting
• Summing up Sid: The ultimate CPA and friend to all
• ERC suspended: What happens next
• No regrets: Reflections on a family-owned CPA firm’s ‘great run’
• Why the outlook of CPA decision-makers has improved
• An updated practice aid and how it can assist in audits of digital assets
• 3 keys to building a strong team: Partnerships, people, goal alignment
• Hybrid intelligence: Working with AI instead of against it
• ‘All in this together’: Addressing the CPA pipeline issue
• How one small firm drastically cut its busy-season hours
• Fraud, football, and a viral video: A midsummer compilation
• Why the disconnect? Risks are everywhere; risk management is not
• S corps. and Rev. Rul. 2008-18 F reorganizations
• Where do we go from here? Career advice for high performers
• The key role accountants will play in the shifting definition of value
• CPAs and cannabis businesses – a 2023 update
• Advice to CFOs: Be agile and adaptable in the face of rapid change
• The power skills needed to lead effectively — from the AICPA’s vice chair
• Summing up economic sentiment: Less revenue, more pessimism
• Bots emerge as cyber threat for accounting firms
• Tech roundtable: Getting your data in order
• Tech roundtable: Tapping into automation and tools of the future
• Learning to be a leader: Grab a mirror and a book
• Accounting student masters second chance at life
• How one firm transformed its partner compensation model
• Prestige and value: A CPA career coach’s view on education requirements
• ‘Status quo is the riskiest option’: One leader’s proven approach
• Of high interest: What rising rates mean for everyone
• Managing vs. leading: Why that distinction matters in the modern workplace
• Cultivating tech talent: A CPA firm leader’s elementary approach
• Inflation, talent, labor costs: 3 challenges amid slightly rising optimism
• Won’t get fooled again: The who, what, and why of fraud
• Vroom, or doom and gloom? Thoughts on succeeding amidst uncertainty
• Culture you can feel: Advice for making it an accelerator, not a constraint
• How CPAs focused on advisory services can answer several common questions
• Super Bowl CFO: How finance supports the Chiefs’ on-field success
• Digital assets in danger: How to guard against hackers
• Innovative CPA firm leader: ‘We never had a fear of trying’
• What’s the 411? Explaining Schedules K-2 and K-3
• Struggling actor to CPA firm owner: One leader’s unlikely path
• Taxpayer advocate Q&A: IRS backlogs, service calls, new leadership
• ‘The apprenticeship guy’: CFO embraces program to bridge talent gap
• Hopes for 2023: Addressing change fatigue, making creative connections
• Future of Finance takeaways: Hopes for the workforce in 2023
• Future of Finance takeaways: Talent, transformation, trust
• The CPA’s guide to technology (and tech gifts)
• Talent in 2023: What’s on the minds of company executives
• Pockets of optimism — why there’s hope amidst ‘doom and gloom’
• How to make busy season fun (yes, fun)
• Remembering an enthusiastic CPA who challenged the status quo
• Unearthing talent: Embracing the ‘era of professional apprentices’
• Tax conference takeaways: IRS service, corporate minimum tax, and more
• IRS news, Roth conversion considerations, stopping elder financial abuse
• Q&A: The 2 most prevalent cyberthreats for CPA firms
• IRS annual inflation adjustments, negotiating a job offer, and a quiz
• A closer look at proposed revisions to the AICPA tax standards
• Roth IRAs vs. 529 plans, job candidate questions, and an IRS extension
• A pioneering CPA reflects on a 50-year journey
• Guiding principles for today’s boards of directors
• ‘Own your narrative’ and other advice from a Starbucks executive
• The importance of ‘boss moves’ when making your next career step
• What small firms need to know about succession and M&A
• A quick tour of student loan forgiveness, a quiz, and a letter to the IRS
• Why CFOs have confidence in the midst of difficult economic times
• The ‘mixed bag’ of economic sentiment; recent IRS news; a PCAOB update
• The payoffs of RPA for one accounting firm
• The heavier lifting that technology can accomplish for CPAs
• A closer look at tax items in the Inflation Reduction Act
• Feeling stuck or overwhelmed? Advice to help ‘calm the storm’
• Advice for avoiding the data waterfall in presentations
• Why CPAs focused on the ‘core’ shouldn’t forget about exploring the ‘edge’
• Why growing knowledge is more important than proving knowledge
• The 411 from Tom Hood on the future of finance
• Breaking down the top issues facing CPA firms
• 2024 CPA Exam Blueprints: The trends driving proposed changes
• A suitably summer story: One CPA’s travel quest
• The state of risk oversight: Why both structure and agility matter
• From the archives: How purpose can play a bigger role in business
• From the archives: Lessons learned after a multibillion-dollar fraud
• How the Great Resignation has affected the accounting profession
• A conversation with new AICPA Chair Anoop Natwar Mehta
• ‘What of this should I bring back to my people?’: Highlights from ENGAGE
• Tax update: S elections, PTE, and Sec. 1202
• How to build your ‘performance currency’ and how to avoid the ‘Dirty Dozen’
• Tips for firms implementing quality management standards
• 5 trends driving the importance of understanding ESG
• An interest in flight, a path to CFO: ‘All about determination’
• ‘You can’t transform without missteps’: A CPA leader’s career advice
• Reevaluate metrics in pursuit of innovation
• Burnout’s telltale signs and how leaders can better understand them
• Why a busy-season debrief has value, and why it’s not just for tax teams
• A finance transformation case study, plus a news roundup
• Helping build a better tax system
• CPA tech talk: When it comes to transformation, where do you start?
• Mental health matters: How asking the right questions can help
• What CPAs should know, and ask, about NFTs
• Hard at times but also rewarding: A CPA’s career leap to India
• The invaluable sounding board: Learning from other CFOs
• ENGAGE emcee: Why inflation could cause retirement U-turns
• The power of belief — and how it differs from arrogance
• The value of asking the question, ‘What brings you joy?’
• CPA Q&A: Parenthood in the pandemic and finance purpose statements
• Co-creating the future of finance: A leadership group’s quest
• FP&A: A new niche — and an expanded definition
• Audit transformation: Automation is one small step in the journey
• New strategies to grow the profession’s pipeline
• Advice for building strong personal connections in a hybrid world
• Not-for-profit audits in a remote world, plus IRS news
• Grappling with Schedules K-2 and K-3
• Recruiting, flexible working, and tax season issues for small firms
• The power of technology to change how CPAs think about value
• How to make sure your organization is empowering women
• The reasons for positive economic sentiment — and why that could change
• PowerPoint rules to live by
• The value of clear, concise written communication
• Firm ownership can be intimidating; here’s how to overcome those fears
• Gratitude: How a helping hand can spark a great career
• The value of ‘connection to the mission’ for one not-for-profit CFO
• IRS service issues: What a coalition of tax pros seeks to change
• What CAS practice leaders should focus on in 2022 and beyond
• A blockchain glossary, the CPA firm of the future, and Excel malware
• The 3 components of burnout, and why they are heightened now
• Sales tax: Nearly 4 years after Wayfair, what’s on the horizon
• What one CPA calls ‘the best job in the world’
• Grow yourself, others, and the business: Q&A with a Nike leader
• Developing empathy and why it’s OK not to have all the answers
• The difference between managing change and change management
• The CPA profession’s ‘really interesting inflection point’
• Why a CFO needs to wear two hats
• A PPP loan forgiveness update and one CPA’s 2021 reflection
• A junior-high dream realized: One CPA leader’s career path
• CPA leader takeaways: Listening, self-awareness, flipping the pyramid
• Inflation and talent: 2 top headwinds facing business in 2022
• Digital assets: Auditing, accounting, and what’s next
• Career advice and RPA tips from CPA leaders
• Infrastructure analysis: The ERC’s end, and what’s next
• “What’s our biggest risk?” Why the answer is changing
• One firm’s succession planning success story
• Hiring for culture: How to find the best staff for your firm
• The 4 pillars of starting or growing a CAS practice
• What type of culture does your firm have?
• A CPA leader’s approach to changing check-the-box training
• Audit evolution in action: Part 3
• Peer review: Advancing clarity and remote procedures
• Year-end tax planning advice and a grammar quiz
• Prioritization tips, sticky-note strategy, and The Princess Bride
• Ethics exposure drafts explained; the makings of a good cover letter
• Tax software: What CPAs like and dislike
• Inflation worries and a tight labor market lead to a slight dip in optimism
• Updating quality management standards: What auditors need to know
• The key tax provisions of the Senate infrastructure bill
• Better remote job interviews and ERC updates
• Fraud advice and more on the value of client advisory services
• Lessons in building the accounting pipeline from ENGAGE 2021
• Audit evolution in action: Part 2
• Cybersecurity advisory opportunities for firms of all sizes
• At 2021’s midpoint, what’s on the minds of CFOs?
• Why single-audit demand is rising; an update on tax preparer legislation
• Accounting as a STEM career; more on ‘Dirty Dozen’ tax scams
• Audit evolution in action: Part 1
• The return of business travel; an NFL draftee’s view of failure
• Signs you or a colleague could use mental health support
• Understanding the global minimum tax and the growing risk of ransomware
• Advice for meeting efficiency and more on the new AICPA board chair
• Reasons for rising economic optimism; how to ‘be your own agent’
• A closer look at paid tax preparer regulation
• A professional athlete’s frugal approach to what’s next
• Supporting AAPI talent in May and beyond
• Be more productive while doing less work
• Potential pitfalls for a return to in-person work
• Managing your personal energy for success
• Excel depreciation advice; risk management lessons learned
• Tom Hood on leadership and adapting to a role stretch
• Employee retention credit updates and a delegation taboo
• Primers on creativity and mental toughness
• Uncovering your ‘buried life’ and other mental-health tips
• What we can do to increase the number of Black CPAs
• PPP and tax advice for not-for-profits; honoring pioneering CPAs
• The struggles and triumphs of the first Black CPAs
• Details of the April 15 postponement and a primer on SVOG
• Why the tax filing extension does not help everyone
• Ethics considerations for assisting clients with PPP documents
• A new risk management tool, and PPP and tax deadline updates
• A CPA leader’s view on the rise of women in the profession
• Employee retention credit guidance update and rising economic confidence
• Black CPA pioneers, PPP’s narrowed focus, and a FASB alternative
• CPA news to know: Why mobile workforce tax legislation matters
• Pursuing quality in relationships — and audits
• Identity theft tips and PPP-related employee retention credit changes
• CPA news to know: PPP vigilance and the start of tax season
• PPP loan forgiveness and taxes: Part 2
• The latest advice on PPP loans
• Why investing in employees matters more than ever
• Help clients make the most of 2020 charitable giving
• PPP loan forgiveness and taxes
• The 2021 hiring outlook, salary negotiation advice, and more
• The value of gamifying CPE learning
• How CPA parents cope during the pandemic
• COVID-19 lessons for not-for-profits
• How 2020 has changed corporate board work
• Cannabis and CPAs: The business opportunities and risks
• Implementing the payroll tax deferral, part 2
• Insight on hiring, top challenges, and more from U.S. finance execs
• Teleworking and state and local taxes
• Implementing the payroll tax deferral
• 6 new business realities in the pandemic era
• 7 human behavior insights you need to know
• What you probably didn’t know about racism in the workplace
• Pandemic-related legal risks that you can’t afford to ignore
• How the new audit evidence standard can improve audit quality
• A tax marathon check-in
• Working from home: What does the future hold?
• Recognizing and rooting out racism: Advice for leaders
• The technology — and human — lessons of COVID-19
• The hard trends that matter more than ever now
• State and local taxes during the pandemic
• How family businesses can stay resilient during the COVID-19 crisis
• How CPAs can help small businesses survive the pandemic
• Quick relief with the CARES Act
• What to know before offering client accounting services
• Why companies must seriously consider board refreshment
• Application advice for SBA loans
• Pandemic-specific guidance for auditors and preparers
• How CPAs can fight fraud in the COVID-19 pandemic
• You’re suddenly WFH: An example of how to adapt
• Relieving the April 15 ‘pressure point’
• Tech tips for firms responding to coronavirus
• Getting states on board: A model for partnership tax audits
• Help your staff make it through busy season
• Open source information and forensic accountants
• Where accounting really stands with blockchain
• Sponsored: What’s new for QBI?
• A farewell chat with Tech Q&A author J. Carlton Collins
• The outlook of finance decision-makers for 2020
• Humpty Dumpty meets the tax code
• You might be a tax shelter if …
• What’s next for potential CPA licensure changes
• 5 steps to a successful sale
• How the CPA Exam is poised to change
• Taxes and Washington’s unfinished business
• The tech trends we’ll see in 2020 and beyond
• Emerging global fraud trends
• Roller derby’s role in fighting impostor syndrome
• How to make clients love your firm
• Serious presentation tips from a stand-up comic
• Subject line to salutation: Email rules to live by
• How to manage a difficult relationship with your boss
• Why U.S. business confidence is dropping
• Tips for effective not-for-profit governance
• How much are college football teams worth?
• How good are you at receiving feedback?
• Tips for overcoming workplace dysfunction
• How CPAs can help family businesses with succession planning
• Recognizing and managing different personality types
• Insight into the state of small business
• Why the CPA licensure process could change
• A closer look at threats to CPA licensure
• Implementation insight from FASB’s vice chair
• The father of the 401(k) on how his invention has reshaped retirement
• Memo to managers: Practice what you preach
• The hiring outlook for U.S. businesses
• Revenue recognition tips for not-for-profits
• How to keep fear from short-circuiting your career
• Fraud on film: Lessons from real-life stories
• Interviews that will get you the staff you want
• Better computer and mobile device hygiene
• How organizations can better fend off cyberattacks
• A new opportunity for auditors to communicate
• Why you can’t wait to prepare for disaster
• Build employee loyalty with better onboarding
• How one vacation can change your work life
• Bad relationship with your boss? How to fix it
• The 5 traits of a great manager
• Tips to ease the stress of Form 990 preparation
• The most important skill for CPAs — and machines
• New developments in UBIT for not-for-profits
• What CPAs need to know to succeed in new tech age
• 4 key tax reform provisions for not-for-profits
• How to become the speaker people listen to
• The concerns of generally upbeat finance leaders
• The link between rowing, the Super Bowl, and FP&A
• How to get clients to follow your advice
• Simple fraud prevention tips
• How tax reform has changed busy season preparation
• Stay in charge of your time and energy
• What CPAs need to know about Sec. 199A guidance and SSTBs
• How to improve communication at small CPA firms
• Twin brothers reflect on decades of teaching accounting
• The reasons behind a drop in US economic sentiment
• Why CPAs can’t wait on automation tools
• Different ways to understand blockchain
• What it was like to work for a legendary CPA
• What CPAs need to know about firm mobility
• Working together to grow the CPA pipeline
• How the skill set for today’s CFO is changing
• How to interview for soft skills
• Why our passions are essential to work success
• Top takeaways from the latest Economic Outlook Survey
• Tips for working with Millennial clients
• Lessons learned from a multibillion-dollar fraud
• Using drones to enhance audits
• The traits of truly great leaders
• Is state legislation endangering the CPA license?
• How tax reform is impacting tax practitioners
• How CPAs can become thought leaders
• How tax reform — and Excel — are changing the CPA Exam
• How to make women’s initiatives more successful
• What it was like to be a female CPA in the 1970s
• Feeling frazzled? Try these tips for greater focus
• Beyond Boomers and Millennials: Bridging the generational gap in the workplace
• What CPAs need to know about providing services to marijuana businesses
• Want to bring your employees together? Send them on a “Death March”
• How to keep employees in the game
• Networking secrets that will help advance your career
• What to know before you go into business with someone
• A CPA firm with Silicon Valley DNA
• How national tax reform is impacting state taxes
• A new staffing model for accounting firms
• How AI, blockchain, and automation will reinvent accounting
• How tax reform will impact individual taxpayers
• Private student loan debt: What CPAs need to know
• Student loan debt: Everything you need to know but were too afraid to ask
• Watch out for these fraud red flags
• When accountants walked with kings: Jacob Soll’s The Reckoning
• Tax reform: What CPAs need to know about the latest developments
• What’s next for health care reform?
• The secrets to opening a new CPA office
• What CPAs need to know about the new tax reform framework
• Engage your listeners through financial storytelling
• What CPAs need to know about their tax software
• Could unlimited vacation work at your firm?
• Real talk about artificial intelligence and blockchain
• Popular CPA Exam scoring questions answered
• A factor of singular importance in cloud computing
• How a CPA overcame her fear of public speaking
• How to protect your CPA practice from hackers
• How CPA firms can protect themselves from lawsuits
• From CPA to the classroom: Going from practitioner to professor
• What you need to know before you sell your firm
• Mistakes people make when applying for a job (Part 1)
• Mistakes people make when applying for a job (Part 3)
• Mistakes people make when applying for a job (Part 2)
• How to make conference attendance pay off
• How drone aircraft will change the CPA profession
• On the move: Answers to the most common CPA mobility questions