7 ways financial planners can better help Millennials
Millennials have different planning preferences and different goals from earlier generations.
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Scorecard preparation templates and tips
With Workiva, we've created a PowerPoint deck that helps you create your own scorecards -- quick reference reports used across organizations to update stakeholders on the performance of defined deliverables.
100th ANNIVERSARY
Black CPA Centennial, 1921–2021
With 2021 marking the 100th anniversary of the first Black licensed CPA in the United States, a yearlong campaign kicked off to recognize the nation’s Black CPAs and encourage greater progress in diversity, inclusion, and equity in the CPA profession.
From The Tax Adviser
From CPA Insider