5 Risk Management Tips for CPA Firms Contemplating Outsourcing Due diligence is critical for CPA firms who are considering outsourcing their work to a third party. Before signing any contracts or agreements, consider these five risk management tips.

Avoiding the Top 10 Cryptocurrency Tax Traps With so many rules and nuances to consider within the cryptocurrency space, it’s no surprise that many tax clients fall victim to reporting mistakes. To prevent your clients from pointing the blame finger at you, here’s what to look out for.

Liquid Alternatives: Is Now the Right Time to Invest? With economic uncertainty looming, are liquid alternative investments key to protecting your clients’ portfolios? As history shows us, these nontraditional investments might deserve another look.

Sustainability Reporting Rising As environmental and social issues inspire generational movements, companies must respond with transparent sustainability reporting.

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.

Ethics in Crisis A crisis puts crucial business ethics at risk. Here is how to guard against fraud in times of turmoil.

Fraud Is the New Normal Fraudsters are taking advantage of the upheaval and anxiety of the COVID-19 crisis—here’s how to protect yourself and your organization.

Internal Controls in a Remote World As remote work takes hold at CPA firms and organizations, getting a grip on internal controls is essential for overcoming the security risks of an at-home workforce.

A Roadmap for Records Retention For firms looking to improve document management, these principles serve as a guide to creating and implementing an effective records retention policy.