Reasons top talent doesn’t leave

Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, discusses the reasons top talent stays at firms, and why they leave.

Low-cost strategies to retain talent

Jacquelyn H. Tracy, CPA, CGMA, a founding partner with Mandel & Tracy LLC, gives examples of low-to-mid cost employment perks that show appreciation for your team’s hard work.

A journey in audit innovation

To help promote audit quality, KPMG is on an innovation journey with our people, processes and technology.

How technology is forcing CPA firms to evolve

Audrey Katcher, CPA/CITP, CGMA, a partner with RubinBrown LLP, discusses ways technology is changing clients and what CPA firms need to do to keep up.

How to provide cybersecurity advice

Audrey Katcher, CPA/CITP, CGMA, a partner with RubinBrown LLP, explains how CPAs can help clients secure their data.

Finance’s role in driving innovation

Organizations that don’t innovate can struggle to keep pace in a rapidly changing business environment. Consultant Bill Swedish offers insight into how finance teams can innovate.

Due diligence in a sharing economy (Airbnb and Uber)

Annette Nellen, CPA, CGMA, Esq., chair of the AICPA Tax Executive Committee, outlines federal, state, and local tax obligations for clients involved in sharing economy activities.

Why CPAs should always prepare engagement letters for clients

Three reasons why client engagement letters are essential, according to Deborah Rood, CPA.

Integrating work and life priorities

Anoop Natwar Mehta, CPA, CGMA, the CEO of Science Systems and Applications Inc., explains his approach to checking work email while on vacation and how he prioritises work and family time.

The key skills finance needs to thrive

Critical thinking and problem-solving are among the skills sought by finance leader Sandi Briggs, CPA, CGMA, the CFO of the U.S. Anti-Doping Agency.

How to treat virtual currency

Due diligence begins with one question you should be asking every client, according to Annette Nellen, CPA, CGMA, Esq.

What kinds of tax services result in the most expensive claims?

Deborah Rood, CPA, outlines the four instances where claims can be severe.

Why CPAs should consider providing financial planning services

Whatever you call it, you're likely already doing financial planning for your clients, says Ted Sarenski, CPA/PFS.

Translating Social Security rules

Here's why clients shouldn't be worried that Social Security will completely disappear.

What can CPA financial planners do for people who are retiring?

Lori Luck, CPA/PFS, discusses the many ways CPA financial planners can assist retiring clients, and why she finds it fulfilling to help clients meet their retirement goals.

Why financial planning is a great opportunity for young CPAs

Chris Benson, CPA/PFS, talks about why personal financial planning can be a rewarding field for younger CPAs.

Why family meetings are vital to estate planning

Lisa Featherngill, CPA/PFS, talks about why it’s so important for families to communicate about estate plans.

How CPAs can help divorcing clients

CPAs can provide invaluable assistance to clients who are getting divorced. Tracy Stewart, CPA/PFS, explains how.

Why clients work with CPA financial planners

Lori Luck, CPA/PFS, and Brooke Salvini, CPA/PFS, discuss the life changes that often lead clients to meet with CPA financial planners.

How to get started as a PFP

Interested in becoming a CPA/PFS? Steve Klane, CPA/PFS, and Ryan Genor, CPA/PFS, who both transitioned to personal financial planning after traditional CPA careers, talk about how they got started.