Hispanic Heritage Month Spotlight: Tony Torres

It’s no secret. The accounting profession is in dire need of more ethnic diversity. While numbers have increased over the last decade, only 15% of enrollees in accounting bachelor’s [...]

The learning journey and speed of change

The COVID-19 crisis accelerated us into a new era of digital engagement — an era characterized by greater personalization and omnichannel access. At the Association of International [...]

How to strengthen client relationships during a pandemic

How can you expand services to existing clients and attract new clients in the current environment? Here are tips from experts.    Choose the software that works best for you. In [...]

Employee payroll tax deferral — Is it workable?

“Security is mostly a superstition. Life is either a daring adventure or nothing.” — Helen Keller These perilous economic times are nothing short of a daring adventure. The [...]

4 tax and financial planning tips to share with clients

Uncertainty is a common theme these days. People worry about the future and face many personal finance questions. The AICPA Personal Financial Planning (PFP) Trends survey found that 80% of CPA [...]

Why CPAs should care about RPA

Big data. The Fourth Industrial Revolution. You’ve heard it before — automation will change how we work. While exciting, the prospect of mastering new technology — or even the [...]

Pandemic teleworking causes state tax withholding issues

A half-century ago, tax withholding was one of the simpler issues for taxpayers and practitioners. A more mobile society makes state tax withholding more complicated today given the ease of [...]

5 reasons borrowers shouldn’t rush their PPP forgiveness applications

This blog post explains why borrowers shouldn’t rush their PPP loan forgiveness applications. Please share with clients who participated in the program. Borrowers who received Paycheck [...]

Navigating financial plans during the pandemic

As news of the COVID-19 pandemic’s spread intensified early this year, the effect on the U.S. economy and American’s financial situations was unknown. We conducted the AICPA PFP [...]

A shark’s advice for building resilience

Daymond John can shut you down with a simple “no” or change your world with a definitive “yes.” He’s a shark on the Emmy award-winning television series Shark Tank [...]