How to Work With First-Time Single Audit Clients Follow these tips to help recipients of pandemic funding navigate the evolving single audit process.

Accounting Educators’ Role in the CPA Evolution As we draw ever nearer to the launch of the new CPA exam, accounting faculty must be given the right tools to change their curricula to meet the shifting requirements of the profession today.

CPA 2027: Firms Retool Competitive CPA firms are rapidly moving away from traditional compliance services to strategic advisory services.

CPA 2027: Client Expectations Evolve Clients are no longer looking for just a number cruncher, but for a CPA who can offer them forward-looking strategic insights and business advice.

Why Life Insurance Needs to Be Part of Your Clients’ Estate Plans As tax exemptions are targeted, life insurance policies could offer high-net-worth individuals a different means for protecting their estates.

Tech-Driven Audit Approach: What You Need to Know By allowing technology to shape your audit methodology, you can give clients the insights, analysis, and recommendations they’re looking for.

The 10 Biggest Myths of the Employee Retention Credit Debunk the misunderstandings surrounding the Employee Retention Credit to help your business clients receive a much-needed cash infusion.

CPA 2027: Worker Demand & Demands Change In the next six years, major demographic and social shifts will transform the talent pipeline and change what workers expect from their employers.

12 Reasons a SLAT Makes Sense Spousal lifetime access trusts can be effective and flexible solutions for married couples looking to take advantage of existing estate and gift tax laws while maintaining control of their assets.

CPA 2027: Tech Races Ahead By 2027, technology is likely to have completely transformed the accounting and finance profession—but CPAs can’t afford to live in fear of a robot takeover.

Three Technology Upgrades CPAs Should Make Now These three simple tips will help you keep pace with the rapidly evolving technology transforming the accounting profession.

Dissecting 2021’s Tax Proposals: What CPAs Need to Know From Biden’s ambitious legislative agenda to the bills sponsored by his Democratic colleagues, here are the most important tax proposals CPAs and their clients should be aware of.