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Professional development

Mentoring tax staff

A well-designed, well-executed, and well-managed mentoring program can be an advantageous investment for a tax firm.

How to get clients to follow your advice

Having clients fail to take your advice can be frustrating. But by changing the way you offer that advice, you can increase the chances that clients will comply.

Betsy George, CPA

Accountants need to balance their interest in fine details with consideration of the big picture, says Betsy George, CPA, of the Ventura Unified School District in California.

Teaming up for success

Follow these tips to develop and maintain an effective team culture.

Stay in charge of your time and energy

Kevin Gienger, CPA, shares ways CPAs can better manage their time and become more productive without losing sight of what’s most important to them.

From controller to consultant

Jian Xiao, CPA, CGMA, started consulting because she needed more flexibility after her son was born 10 years ago.

SPONSORED REPORT

Agentic accounting has arrived: What’s hype and what’s real?

Artificial intelligence (AI) is moving beyond chatbots and into accounting workflows. A new generation of agentic AI tools can plan, execute, and adapt as they complete tasks, raising expectations for what automation can do inside firms and finance departments. What can agentic AI realistically do today and what challenges are there in its implementation? Find out in this Journal of Accountancy sponsored report.

From The Tax Adviser

August 31, 2026

What today’s clients expect from their CPA and how firms are responding

August 31, 2026

2026 tax software survey

August 31, 2026

A risk framework for AI use in tax administration and preparation

July 31, 2026

Current developments in S corporations