Build a Better Engagement Letter: Standard Terms and Conditions When applied to an engagement letter, standard terms and conditions may better protect a CPA firm by eliminating inconsistencies and mitigating confusion with clients.

Estate Planning? The Benefits and Pitfalls of Gifts to SLATs With the looming sunset of the Tax Cuts and Jobs Act of 2017, Spousal Lifetime Access Trusts (SLATs) have become a very popular estate planning tool for high-net-worth taxpayers.

‘Discover’ Where to Start With AI When it comes to implementing artificial intelligence (AI) in your accounting practice, the practical first step should be an AI discovery process. Here’s how CPA firms can get started before the next tax season.

Roth IRA Conversion: Is It Right for High Earners? Backdoor Roth IRA conversions have become a must-consider retirement and estate planning strategy.

The Increasing Threat of Deepfakes: What Organizations Need to Know The scale at which deepfakes can cause financial harm, reputational damage, and data breaches shouldn’t be underestimated. Here’s how organizations can prevent these AI-generated attacks.

A Crucial Window for Estate Planning: Preparing for 2026 Changes Exemption amounts under the Tax Cuts and Jobs Act of 2017 are set to expire, making now an essential time for individuals and families to revisit their estate plans.

CPAs’ Important Role in Navigating ESG Requirements As the ESG landscape evolves, CPAs’ responsibilities will likely only become greater. To prepare their organizations for the future, here’s what CPAs and other accounting professionals should consider.

Culture: Your Firm’s Most Valuable Retention Tool Empowering employees to be culture champions not only increases engagement and retention but can also foster a thriving work environment.

How CPA Firms Can Prepare for Illinois’ Pay Transparency Law Beginning Jan. 1, 2025, employers in Illinois will be required to disclose salary ranges in job postings. Here’s what CPA firms and other organizations can do now to prepare.

Beyond the Balance Sheet: Soft Skills Shine in the Age of AI-Powered Accounting By integrating AI into accounting practices, CPAs can be freed to focus on honing their soft skills, evolving into trusted advisors that inform actionable, strategic decisions for their clients.

Why CPA Firms Should Prioritize Employees’ Mental Health Promoting mental health services as an employee benefit provides CPA firms with an abundance of positive benefits, including talent retention.

Preparing for an ERC Audit? 6 Questions the IRS Will Ask It’s imperative for CPAs to exercise due diligence when preparing for an ERC audit. When the IRS comes knocking, make sure you know the answer to these six questions.