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Insight Full Article
IN PLAY: Maria Tabrizi, CPA
Inside her path to EVP, chief risk officer, and chief technology officer at the only women-founded, women-owned, and women-led U.S. commercial bank formed to serve the women’s economy.
GEN NEXT: Four Ways to Level Up Your Fraud Detection Skills
Auditors—and CPAs of all stripes—can use these four strategies to boost their fraud IQ.
Demystifying Motor Fuel Taxes
As Illinois’ leaders debate freezing taxes on gasoline and diesel, here’s your guide to the esoteric world of state, local, and federal motor fuel taxes.
Planning for Post-Pandemic Business Continuity
Don’t assume that we’ve learned all we need to know about navigating disruptions after the many rapid pivots COVID-19 necessitated—a business continuity plan is as important as ever.
Navigating the New Guidance on Qualified Plan Rollovers
A new rule from the U.S. Department of Labor could create a regulatory landmine for investment advisors—here’s what to know.
How to Right Your Retention Efforts During the Great Resignation and Beyond
Leaders who ensure organizational and employee values align stand to realize both enhanced retention rates and a better place to work.
Planning for Your Last Busy Season
Whether you look forward to two more busy seasons or 20, you should start planning today for a practice transition or sale that realizes the true value of your hard work.
Blockchain and CPAs: Imagining the Partnership of the Future
As blockchain technology permeates more applications, it stands to change the entire business ecosystem—including the CPA profession.
How Savvy Leaders Can Surf the Turnover Tsunami
Consistent and meaningful one-on-one check-ins are one key to keeping your—and your organization’s—head above water.
The Board’s Responsibility for Post-Pandemic Succession Planning
As the business landscape changes, and the talent market grows ever more competitive, board members must take a more active role in leading diverse and robust succession planning efforts.
Generation Entrepreneur: How Millennial CPAs Are Building Their Own Businesses
Millennials are turning their backs on the 9-to-5 corporate grind to become their own bosses in record numbers. Here, four young CPAs share how they did it and what it takes to make it as an entrepreneur today.
The Hand of Private Equity in Accounting Firms
Private equity is reaching into the accounting world, but why—and what’s the trade-off for CPA firms?
The 2022 M&A Outlook
After a record-breaking volume of global deals in 2021, what’s the forecast for mergers and acquisitions this year? Our expert says it’s likely to stay brisk.
Taxing Tokens: The CPA’s Guide to NFTs
A new digital asset is making waves. Here’s what CPAs need to know—and teach their clients—as regulation catches up to NFTs.
CPA License Renewal: Looking Back and Ahead
At the close of a challenging CPA license renewal cycle, new developments and ongoing improvement efforts aim to make the 2024 renewal process smoother.
The Future of the Profession Is People!
We must come together as people for our people if the accounting profession is to succeed as it heads into “The Next Frontier.”
Are We Fulfilling Our Roles as Leaders?
Leadership is hard—that’s not a reason for a lack of proactive leadership.
Managing a Hybrid Workforce
Answer these three important questions to enact the changes your organization will need to succeed with a hybrid or virtual team.
Seven Tax Planning Strategies for Appreciated Assets
With the sustained rise of asset valuations in recent years, managing one’s tax liability on appreciated assets is more important than ever. Here are seven smart tax planning strategies to consider with your clients.
Understanding the Tax Benefits of Illinois’ Invest in Kids Act
This lesser-known program helps Illinois taxpayers maximize their charitable giving while supporting low-income students.
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