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Professional development
Roth IRAs vs. 529 plans, job candidate questions, and an IRS extension
Learn about Roth IRAs as a potential investment for children, questions to ask and avoid in job interviews, and recent news from the IRS and SEC in this podcast episode with transcript.
A pioneering CPA reflects on a 50-year journey
To celebrate National Hispanic Heritage Month, a CPA leader in Southern California who tirelessly built his firm and a Hispanic professional organization from the ground up reflects on his journey in this podcast episode with transcript.
Distinguish yourself: 10 questions to impress your interviewer
That upcoming job interview works two ways. When it’s your turn to interview the interviewer, distinguish yourself using these 10 questions suggested by career experts.
Dominic R. Ortiz, CPA, CGMA
Dominic R. Ortiz, CPA, CGMA, is CEO of the Potawatomi Hotel & Casino in Milwaukee and a member of the AICPA board of directors.
‘Own your narrative’ and other advice from a Starbucks executive
CPA leader Tiffany Willis shares some of her dreams and her career journey in this podcast episode with transcript. Also, get caught up on two IRS-related news items.
The importance of ‘boss moves’ when making your next career step
A leadership consultant explains more about what she means by “boss moves,” why women are hesitant to apply for some jobs, and why managers should focus more on how employees are doing than on what they are doing.
CPA email closings: Go pro or add a personal touch?
Accounting professionals discuss the importance of email as a communication tool and the need to think about how their emails — including the closings — reflect on their and their firms’ professionalism. They say the messages should also consider the nature of the relationship they have with the other person.
CAQ increases diversity efforts with new initiative
The CAQ announced a strategic education initiative intended to expose students to careers in accounting, attract greater diversity and representation within the profession, and address barriers to entry from underrepresented and underserved groups.
Why CFOs have confidence in the midst of difficult economic times
A Deloitte partner with a CFO focus explains the main obstacles facing large-company CFOs now and why one indicator points to optimism about the future. Listen to his thoughts or read the full transcript.
4 ways to ‘break the bias’ and support women in your organization
Asking questions is a first step towards addressing the problem of gender inequity, says Tracey Walker of RSM US, who will share her experiences at this year’s AICPA & CIMA Women’s Global Leadership Summit.
What everyone can do to strengthen the next generation of CPAs
Firms, faculty, and CPAs all play crucial roles in promoting the profession to young people. Here are ways you can bolster the pipeline.
Kimberly Kirkendall, CPA
Kimberly Kirkendall, CPA, is president of international
Resource Development Inc. in Cleveland.
Master the one-on-one meeting
Follow this advice for successful meetings with your direct reports.
Feeling stuck or overwhelmed? Advice to help ‘calm the storm’
Amber Setter, a former accountant and an International Coaching Federation-accredited professional certified coach, talks about signs someone may need to consider speaking with a professional about their mental health and what you can do if you notice these signs in someone else.
Advice for avoiding the data waterfall in presentations
An accounting professor and author with a background in corporate America shares considerations and key questions when it comes to parsing and presenting data.
How to follow up after a job interview
Here’s what today’s hiring personnel expect.
Why CPAs focused on the ‘core’ shouldn’t forget about exploring the ‘edge’
Hear an encore presentation of an entrepreneur and consultant’s thoughts on the CPA profession’s “really interesting inflection point” and his lessons from innovation leaders from around the world. The podcast also has a full transcript.
Making the partnership decision
Ask yourself — and your firm’s leaders — these essential questions.
Susan M. Tillery, CPA/PFS
Susan M. Tillery, CPA/PFS, is president and co-founder of Paraklete Financial Inc. and co-owner of Financial Planning Advocate LLC, both in Kennesaw, Ga.
Features
FROM THIS MONTH'S ISSUE
4 ways solo practitioners can stand out
Five years ago, a grieving Angel Zhen started his own CPA firm with no clients and no revenue. Today, he has 300 clients, $600,000 in revenue and 12 weeks of annual vacation. In this JofA article, he shares how he set up his firm and how you could do the same.
