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Advisory

Americans Lost $68 Billion to Scams in 2025

CAS July 23, 2026 

Americans Lost $68 Billion to Scams in 2025

6% of the U.S. population were victims of financial scams in 2025, with total losses reaching approximately $68 billion.

Featured Articles

July 22, 2026  

How Firm Principals Work Themselves Out of a Job

July 22, 2026  

CLA Teams with Digits to Build Proprietary AI Model

July 21, 2026  

Registration Open for Ensuring Success 2026 – Free Online CPE and IRS CE Conference Dec. 9-10, 2026

July 21, 2026  

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

July 16, 2026  

Specialty Tax Forum to Gather Russian-Speaking Professionals in Miami, Oct. 22-24
Navigating ESG Reporting Pitfalls: A Guide to Mitigating Potential Failures

Accounting September 1, 2023 

Navigating ESG Reporting Pitfalls: A Guide to Mitigating Potential Failures

When properly managed and prioritized, financial, operational and legal data has the potential to contribute significant strategic value to a business that extends far beyond meeting compliance requirements.

riskmanagement_100041109_large_1_.543593f465543

Accounting September 1, 2023 

Two-Thirds of Organizations Have Not Implemented ESG Controls to Ensure Accuracy of Data

The report found that two-thirds of organizations have not implemented ESG controls, and that 60% do not currently perform internal ESG audits.

Isaac M. O'Bannon

 The Value in Providing Specialized Accounting Services for Niche Markets

Accounting September 1, 2023 

The Value in Providing Specialized Accounting Services for Niche Markets

Firms that offer specialized accounting services (SAS), combining analytics, business intelligence, and technology-based solutions, are primed for success.

The Accounting Technology Lab Podcast – Review of Microsoft Copilot – Sept. 2023

Accounting Technology Lab Podcast August 31, 2023 

The Accounting Technology Lab Podcast – Review of Microsoft Copilot – Sept. 2023

Technologists Randy Johnston and Brian Tankersley, CPA, discuss Microsoft Copilot, an AI-powered tool that combines the power of large language models (LLMs) with your data in the Microsoft Graph...

Brian Tankersley, Randy Johnston

10 Ways to Help Gen X Clients Prepare for Retirement

Payroll August 31, 2023 

10 Ways to Help Gen X Clients Prepare for Retirement

With about seven to 20 years left before they enter their golden years, Gen X—made up of about 65 million Americans—could be in for a tarnished retirement experience.

Nominations Open for CPA Practice Advisor’s “40 Under 40” and “20 Under 40” Awards

August 29, 2023 

Nominations Open for CPA Practice Advisor’s “40 Under 40” and “20 Under 40” Awards

The 40 Under 40 Awards spotlight the top practicing public accountants, educators and thought leaders who are leading their profession by visibly and incrementally changing...

Isaac M. O'Bannon

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Accounting August 29, 2023 

How FinTech Can Help Firms Elevate, Expand and Enhance Services

Fintech has become increasingly popular with consumers, so much so that it’s starting to have a noticeable impact on their relationship with financial professionals.

State CPA Societies in Action: Tennessee Society of CPAs

Accounting August 23, 2023 

State CPA Societies in Action: Tennessee Society of CPAs

State CPA Societies in Action is a series of articles spotlighting the varied educational, advocacy, networking and professional activities of the state CPA societies across the U.S.

Mary Girsch-Bock

FASB Approves New Accounting Rules for Joint Ventures

Accounting August 23, 2023 

FASB Approves New Accounting Rules for Joint Ventures

The ASU, issued by the FASB on Aug. 23, provides specific guidance on the accounting for joint venture formations.

Jason Bramwell

Five Ways to Secure Millennial and Gen Z Accounting Talent

Firm Management August 22, 2023 

Five Ways to Secure Millennial and Gen Z Accounting Talent

A global accounting industry survey of more than 6,000 accountants and auditors conducted earlier this year revealed the No. 1 challenge respondents currently face is attracting and retaining skilled talent.

5 Ways Accountants Can Use AI Right Now

Accounting August 22, 2023 

5 Ways Accountants Can Use AI Right Now

According to a UBS Study, ChatGPT reached 100 million monthly active users two months after its launch in January, making it the fastest-growing consumer application in history.

Housing Transitions May be Stressful for Senior Clients and Their Families

Payroll August 21, 2023 

Housing Transitions May be Stressful for Senior Clients and Their Families

The decision to stay or to move should be made collaboratively among the individuals, their families, and professionals, such as doctors, CPAs, and estate planners who look after the client's best interests.

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