Liquidation accounting usually happens under tough conditions, but getting it right is important. A CFO shares lessons learned in a real-world dissolution.
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In this article with embedded video, follow step-by-step how an agentic AI tool prepares 59,157 rows of general ledger data for audit use in about 10 minutes. Would such data-preparation speed help you deliver a more effective audit?
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Year-end planning starts now. Encourage clients to schedule check-ins to review income, deductions, and multi-year projections for smarter tax decisions. Learn more. bit.ly/4910rkS
Professional liability risks can haunt CPA firms in unexpected ways. Learn how accountants can respond, prepare, and protect their practice.
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👻 Boo! The October @AICPA_JofA delivers AI cyber risk advice, a CPA-designed checklist, cybersecurity tips for sole practitioners, and lessons from costly liability claims. Read more. bit.ly/4oxzcWv
In her latest @AICPA_JofA column, the AICPA’s small firm advocate, Stephanie Otero, CPA, shares insights on AI, navigating change, and what matters most. bit.ly/461zHkD
Reviewing massive spreadsheets doesn’t have to mean endless scrolling and tab switching. Excel has built-in tools that can dramatically simplify the process — helping you stay focused on what matters most: the analysis.
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The IRS’s motion for a more definite statement was denied because it had sufficient information to respond to the taxpayers’ complaint for a refund claim.
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Looking to get more from Windows 11? The September Tech Q&A column shows how Microsoft PowerToys offers a few standout features that can upgrade your setup.
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Find out how CPAs rated the leading software brands for professional tax return preparation in this @AICPA_JofA and The Tax Adviser annual survey. bit.ly/3T7GCFX
On top of the damage they cause, natural disasters also attract fraudsters who increasingly wield AI tools. Find out how CPAs can help well-intentioned donors and clients dealing with natural disaster damage spot scams before they lose money. bit.ly/4gAXSMH
Incomplete information may cause a CPA to exclaim “Why me?” This article explores how you can go from asking “What now?” to confidently saying “Wow — I handled that!”
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Don’t wait until December. Elevate client strategy with proactive planning calls to review income, retirement contributions, and charitable giving to optimize year-end results.
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The September @AICPA_JofA is hot off the (digital) press with features on adding PFP to tax, AI-hallucinated tax citations, the annual Tax Software Survey results, small firm and technology Q&As and the Professional Liability Spotlight. Check it out! ☁️ ↗️ bit.ly/4oxzcWv
Stop reentering the same info in multiple systems. This Technology Q&A walkthrough from the August @AICPA_JofA shows how Zapier can automate workflows between everyday business apps.
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The Tax Court held that the taxpayer could not offset the income from his Social Security benefits by repayments of the benefits he made in a later tax year. This Tax Matters item from the August @AICPA_JofA has the details.
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Excel’s REGEX tools offer a faster way to extract, standardize, and validate accounting data without relying on long, fragile formulas. Learn more in this Technology Q&A article from the August @AICPA_JofA.
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