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From estate planning to AI: Managing CPA liability

A coauthor of the JofA’s Professional Liability Spotlight column discusses the risks for CPAs related to the Great Wealth Transfer, how accountants can serve as a “critical guardrail” for clients, and the key components of an effective AI policy. Listen to the podcast episode or read the Q&A.

A guide to fighting AI-fueled AP/AR fraud

Widely available AI is making payment fraud easier to perpetrate and harder to detect, raising the stakes for controls, verification, and professional skepticism.

AI for CPAs: From efficiency tool to decision engine

Most global finance leaders in a new survey report that artificial intelligence is improving decision-making and forecast accuracy in the finance function, and organizations using agentic AI and those making sure AI is assurance-ready are seeing bigger gains.

Elder fraud rises as scammers use AI

Learn how CPAs can help protect the elderly against the growing threat of artificial intelligence-powered scams using deepfakes and voice cloning.

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.