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.
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TOPICS
Information management and technology assurance
Drafting an AI policy that actually works
Find out what firms can do to create and maintain effective generative AI policies that align with professional and regulatory obligations.
What AI agents mean for CPA firms
David Yue, Co-Founder & CEO, Accordance, discusses what AI agents could really do for your firm.
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.
How to use the SCAN function to replace running totals in Excel
Excel’s SCAN function provides a dynamic alternative that calculates running totals without copying formulas.
Customization tips for Windows 11’s Start menu and taskbar
This article looks at Start11, which can be used to customize styles, search, pin folder menus, and taskbars.
IRS outlines AI risks, Circular 230 duties for tax practitioners
The IRS warned that AI’s risks — including fabricated outputs and data privacy concerns — require practitioners to verify results and follow existing Circular 230 rules on diligence, competence, and confidentiality.
Midyear advocacy update: STEM, BOI, taxes and licensure
What issues are shaping the CPA profession? The AICPA’s advocacy leader shares information on STEM legislation, BOI reporting, the “marathon” of new tax legislation, and more. Listen to the podcast episode or read the Q&A.
AICPA Top Issues Survey: Firms’ focus on technology rises
Larger firms participating in the biennial Private Companies Practice Section survey also are grappling with people-related issues, and smaller firms highlighted regulatory and data security concerns.
Why mindset may matter more than technology adoption
Joel Morris of Wolters Kluwer and Tom Hood of the AICPA analyze the importance of mindset and leadership in keeping pace with the rapid rate of transformation in corporate finance and accounting. They discuss artificial intelligence, human skills development, the importance of risk mitigation in AI deployment, and the threat of irrelevance for those who don’t keep up.
Advisory panel urges sustained IRS funding, expanded AI, tax simplification
The Electronic Tax Administration Advisory Committee calls for predictable, multiyear funding; expanded use of artificial intelligence with safeguards; and steps to reduce complexity and improve communication with taxpayers and practitioners.
What it takes for a CFO to lead operations and tech
A CFO/COO in charge of her company’s digital transformation shares keys to success and why the hybrid role is good preparation to be CEO.
Rise2040: A human-led profession built on trust
Learn why thousands of finance and accounting professionals say judgment, ethics, and foresight — not just technology — will determine long-term relevance.
Using Excel to identify financial statement red flags
Excel is a great tool for integrating various financial statement analyses and
presenting the results in a way that emphasizes unusual trends.
How to build reusable Skills in Anthropic’s Claude AI
Claude is the AI model released by Anthropic. Recently, Anthropic released Skills, a method for saving reusable instructions to Claude.
Aligning with AI: Lisa Simpson on how to overcome sense of overwhelm
An AICPA vice president reflects on the growth of Town Hall and shares how CPAs can manage AI overload. Also, get a breakdown on the recent AICPA and CIMA survey on CPA decision-makers’ economic sentiment.
What CPA.com’s CEO sees next for AI, tax, and the profession
AI is rapidly reshaping accounting, and this episode explores how firms can use it to transform tax, audit, and client advisory services. Erik Asgeirsson also reflected on Town Hall’s 2020 launch and previews ENGAGE. Listen to the podcast episode or read the Q&A.
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.
9 tips to write more effective AI prompts
Want better results from AI? An Engage 2026 conference speaker unveils practical tips to help CPAs write clearer, more effective AI prompts.
People skills: You are a human being, not a human doing
Self-awareness, curiosity, and communication give CPAs a professional edge in an AI world.
Features
FROM THIS MONTH'S ISSUE
A cool tool for customizing Windows 11
Improve Windows 11’s usability with a start-menu and taskbar replacement tool to personalize your experience. Learn how in this Tech Q&A article.
