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Creating an AI agent in ChatGPT

ChatGPT’s agent can set complex goals, create a plan to meet those goals, and adapt to changing circumstances.

AICPA releases gen AI tool: Josi

A new generative AI tool, initially focused on the auditing and accounting space, accesses information within the AICPA Online Professional Library.

FROM THIS MONTH'S ISSUE

Tax-efficient drawdown strategies in retirement

Want to stretch retirement funds and avoid tax pitfalls? This article shares tips and models for smarter drawdown strategies that maximize after-tax wealth, manage Social Security and Medicare impacts, and minimize surprises. Also see: Tax season preview and quick guide.