How to manage clients’ high expectations for retirement

Mrs. and Mr. Penny are sitting in their CPA financial planner’s office. Mrs. Penny, a 66-year-old community college professor, retires at the end of the school year with a modest pension. [...]

How you can help reduce red tape for your firm

Running a CPA firm today has plenty of challenges. As business clients expand their operations at an accelerated pace, CPAs must monitor multi-level tax compliance, international treaties and a [...]

Why some healthcare companies are betting big on blockchain

Quick — what’s the first thing you think of when you hear the word blockchain? If you said bitcoin or some other type of cryptocurrency, you’re not alone.  Most people [...]

What to pack on your after-tax season getaway

You did it. After 11 weeks of nose-to-the-grind work, you’ve successfully put another filing season behind you. Looking back, you undoubtedly see how this year’s season was like no [...]

Settling disputes: A job for artificial intelligence

If you have siblings, you’ll remember the need for a third party to referee the most important of childhood disputes. Whether you were calling ‘shotgun’, fighting over the [...]

CPAs are playing a leading role in financial literacy

Earlier this year, U.S. consumer debt reached $4 trillion for the first time ever– with one trillion of that figure consisting of credit card debt alone, also a record high. Debt [...]