Insight Digital Exclusives
How CPA Firms Can Manage Benefits Costs Without Sacrificing Talent
Here’s how a strategic approach to employee benefits can help CPA firms manage rising costs while strengthening recruitment, retention, and long-term growth.
The Million-Dollar Case for 1031 Exchanges
Here’s how a properly structured 1031 exchange can maximize after-tax returns, reposition real-estate portfolios for stronger performance, and build lasting generational wealth.
8 Tips for Serving High-Net-Worth Clients
High-net-worth engagements can bring big opportunities but also big risks. Here’s how CPAs can protect their firms while delivering the service these clients expect.
3 Succession Steps Small CPA Firms Must Take
With more firm leaders nearing retirement, small and mid-sized CPA firms need strategic succession plans that protect client relationships and provide long-term continuity.
5 Financial Habits Recent Grads Should Build Now
From budgeting to managing debt, these practices can help new graduates create a healthier financial future.
Why Accounting Firms Need a ‘Front Door,’ Not a Service List
Instead of marketing all the services they offer, accounting firms should lead with the one offer that gets clients in the door.
Accounting for Everyone: Expanding Access to the Accounting Profession Is Imperative
With the profession facing a historic shortage of incoming CPAs, expanding the talent pool is no longer optional—it’s a matter of survival.
Will U.S. GAAP and IFRS Ever Converge?
As global reporting frameworks remain fragmented, automation offers U.S. finance teams a way to reduce costs, strengthen compliance, and compete globally.
4 Steps to Get Ahead of Higher Taxes
While survey data shows most taxpayers expect to pay higher taxes in the future, few are preparing for it.
Why CPAs Should Know About the Federal Government’s Annual Financial Report
Though rarely part of public discourse, the federal government’s audited financial report offers CPAs a more complete view of America’s financial position and long-term obligations.
The Premium Roth Conversion: Turning IRA Income Into Tax-Free Wealth
Here’s how CPAs can help clients fund Roth conversions without touching principal or outside savings.
The Hidden Cost of Toxic Positivity in Accounting
Being an effective accounting leader isn’t about keeping everyone positive all the time. Sometimes it’s about meeting people where they are.
3 Ways to Make the Most of Your Tax Refund
These tips can help you make a tax refund go further.
5 Tax Planning Moves to Make Due to the One Big Beautiful Bill Act
A higher SALT cap, no tax on tips and overtime, and a new $6,000 senior deduction reshape 2026 planning.
Multistate Tax Risks of Remote and Hybrid Work
With remote and hybrid work standard business practice, multistate tax obligations surface. CPAs who understand the complexities involved can help clients stay compliant.
What’s Really Behind AI Aversion in Auditing?
Experienced auditors don’t necessarily resist AI. Research says they resist how it makes them feel.
