Stop Planning and Start Living a Succession Lifestyle Succession planning should be more than a last-minute search for a leader’s replacement; it should be an intrinsic part of the culture that firms practice every day.

CPA 2027: CPAs Reset Skills The skills that CPAs have relied on to advance their careers for generations are becoming outdated as technological and strategic skills rise in importance, pushing accountants to reset and upskill.

CPA 2027: Corporate Finance Refocuses In the coming years, corporate finance teams will see a shift away from old-fashioned number-crunching and toward automation, data analysis, and strategic insights.

My Client Asked Me About an ESOP—What Do I Need to Know? Employee stock ownership plans give business owners flexible exit options. Here’s how CPAs can help their clients navigate them.

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.