today's features
audit & assurance

two questions to ask about audit tech tools

hand pointing to gantt chart

don’t limit your choices to those developed for accounting.

by alan anderson, cpa
transforming audit for the future

for years, as i’ve been visiting firms all across the country, i’ve asked them, “do you honestly feel that you’ve achieved a substantial return on your investment of technology in the audit?” and they tell me, “well, we’re now at three monitors in the field.” i remind these firms that i haven’t asked about their use of computers and peripherals. every firm is using technology, but few evaluate the return on investment they’re getting.

more by alan anderson
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i’m a huge believer of embracing technology, but i think we need to think differently about how we use it. in my view, the current state is nothing but tremendous opportunity for all of you to learn what all these new tools, from mindbridge to inflo and everything new that we haven’t even conceived of yet, can do. they all accomplish an objective. it’s just a matter of figuring out which one you want to do, and go and dive in.
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podcast

koebnick: freedom from federal taxes? the tribal credit that’s sparking fireworks in tax advisory | the concierge cpa

this holiday week, advisors are learning how a federally registered tribal credit could mean big tax savings.

this is a preview. the complete episode is first available exclusively to pro members | go pro here

update: this episode was originally recorded in early 2025 and appears here as part of the 卡塔尔世界杯常规比赛时间 special independence week series. please be advised that the tribal tax credit is currently under increased scrutiny by the irs, with concerns about potential misuse and fraudulent claims. the perspectives shared in this episode reflect the understanding at the time of recording and do not align with the most recent regulatory guidance or enforcement actions. listeners are strongly encouraged to consult a qualified tax advisor and review the latest irs guidance before considering any strategies discussed herein. 

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

as americans celebrate independence, a lesser-known federal tax credit tied to native american tribal negotiations is offering its own version of financial freedom—up to 40% off federal tax liability, no clawbacks, and five years to use it.

more jackie meyer

on this special independence week episode of the concierge cpa podcast, host jackie meyer, cpa, sits down with chad koebnick, vice president of specialized tax services at nepsis, to explore a strategy that could permanently reduce taxes—and permanently change the way we think about advisory.

“this is one of those once-in-a-decade strategies,” says meyer. “but it’s new, and with that comes skepticism. that’s why we brought in chad to break it all down.”

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pro member exclusive

why the accounting move project is evolving to reach a broader audience

accounting move project 2025 is about understanding what truly supports sustainable success in accounting workplaces.

get benchmarking report: take the survey now

by donny c. shimamoto
center for accounting transformation

recently, “dei”—short for diversity, equity, and inclusion—has become a lightning rod across corporate america. for some, it signals progress. for others, it evokes skepticism or resistance. in the accounting profession, which is already navigating talent shortages, regulatory pressures, and generational turnover, these tensions can be especially pronounced.

more: donny shimamoto | accounting move project 2025 |

that’s why this year, as a partner of the accounting move project (“move project”), the center for accounting transformation (“center”) is taking an important step forward: we’re evolving the research language from dei-affirming to dei-neutral.

this is not a departure from the move project’s founding principles, which since 2010 have been focused on creating greater opportunity and equity for women in the profession. rather, it’s an intentional evolution to ensure it reflects the full spectrum of today’s workforce. by adjusting the language used in questions and responses, enabling, for example, analysis based on sex (including men) and ethnicity (including white employees), we can fully assess how firms are supporting all employees in areas like equal pay, advancement, and career development.
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advisory & consulting

ten organization services to provide | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

the best clients are the organized clients. they make the cpa’s life easier and they help keep fees down, which makes the cpa look good.

more listicles here
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it might even be possible to sell clients services that keep them organized. here are 10 that are worth offering at a bargain rate.
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pro member exclusive

how to prepare your clients’ kids for their inheritance 

portrait of randy fox
fox
 randy a. fox, cfp, aep is the founder of two hawks consulting llc. he is a nationally known wealth strategist, philanthropic estate planner, educator and speaker.

ignorance is not bliss. ignorance causes problems.

by randy a. fox
the holistic guide to wealth management

after interviewing several thousand high-net-worth families, the u.s. trust study of the philanthropic conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.

more: a question of trust: not just for the wealthy | trust and estate planning is for clients of all ages | help clients manage and embrace investment risk | tax advisory services: a pathway to greater financial freedom | leverage ai to grow and protect revenue: six steps | four ways to provide wealth management in your accounting practice | what multiples mean to accounting firms | how wealth management has evolved | why now is the time for cpas to embrace wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

think about that for a second. one-third of affluent families would switch to a new advisor if that individual was more adept than their current advisor at helping them give their money away. it has nothing to do with investment returns, asset allocation or finding hot alternative investments. it has to do with understanding the client’s values and seeing the whole picture.
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