Practice Management & Professional Standards

Topics

June 1, 2020

Helping young professionals build a foundation for success

Build up young professionals by encouraging continuing education, mentorships, and volunteering opportunities with professional and charitable organizations.

May 1, 2020

Promoting integrity in the classroom

Academic integrity of colleges and universities depends on developing and enforcing a comprehensive policy that sets a framework for responding judiciously and transparently to academic dishonesty, such as cheating and plagiarism.

April 1, 2020

Cybersecurity: An urgent priority for CPA firms

Firms must keep up with the IRS’s written data security plans to confront ever-increasing threats from hackers.

March 1, 2020

Prepare for next tax season by looking in the rearview mirror

A well-organized post-busy season debrief meeting can help generate ideas for improving the firm’s processes through this critical period.

February 1, 2020

A road map for tax function automation

This article discusses methods and strategies for how a corporate tax department can move forward in its quest for tax function automation.

January 1, 2020

Anticipate the rush of panicked potential clients

Last-minute requests during the rush of tax season can turn into an opportunity to court new clients.

January 1, 2020

Turn to e-Services for secure access to taxpayer information, key tools

The IRS’s updated e-Services platform is intended to facilitate more efficient and cost-effective communications with practitioners.

January 1, 2020

IRS spotlights requirement to have a written information security plan

The IRS launches fresh efforts to promote awareness of data security issues.

December 1, 2019

A new year, a better firm

Practitioners should consider resolutions on security, technology, and client service to prepare for the coming year.

November 1, 2019

AICPA task force works to update Statements on Standards for Tax Services

The Tax Practice Responsibilities Committee is reviewing the AICPA’s Statements on Standards for Tax Services to make clarifications where necessary and ensure they are relevant to current practice.

September 1, 2019

2019 tax software survey

This annual survey shows how CPAs rate the tax preparation software they used during last tax season and how it handled the recent tax law changes.

September 1, 2019

Implementing tax automation and digital workflow

Firms can “wow” their clients by embracing tech tools that streamline many processes, including
creating seamless onboarding, using e-signatures for engagement letters, and automating procedures for filling out annual checklists.

August 1, 2019

Ethical considerations of e-business for practitioners

Social media and cloud computing create more challenges for CPAs to protect client information from unauthorized disclosures and to avoid making false or misleading claims about their services —
violations that could even be buried in webpage metadata.

July 1, 2019