Combined strengths of AICPA® & CIMA®, driving a dynamic accounting profession to build trust, create opportunity and grow prosperity worldwide.
Joined March 2010
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3,367 Photos and videos
Meet new AICPA and Association Chair Jan Lewis, a big college baseball fan who plans to take the mound for the accounting profession by pitching a people-focused approach to member value, small firms, AI readiness, and accounting talent recruitment. bit.ly/4e7p8zS
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The new Rise2040 report analyzes feedback from more than 6,000 professionals worldwide and reveals what will change, what must never change, and what the profession must do to succeed over the coming years. bit.ly/43igdqp
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The June @AICPA_JofA is hot off of the press with a profile of new AICPA chair Jan Lewis and feature articles on the Rise2040 report, CFOs taking on COO and CTO duties, ways solo firms can stand out – and much more.
Check it out! bit.ly/4oxzcWv
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Mid-year is the perfect time for a budget review. Help clients compare spending to goals and make adjustments before year-end to stay on track. Learn more. bit.ly/4910rkS
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The Tax Court advised a taxpayer that if he filed a second petition, he probably would not
have a chance for another review of the IRS’s collection action.
bit.ly/3PqsOo3
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The Fifth Circuit, overruling the Tax Court, held that for purposes of Sec. 1402(a)(13), “limited partner” means a partner in a limited partnership that has limited liability.
bit.ly/4ndshCz
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Our SOC for Service Organizations School is now open for registration! Choose your preferred slot: bit.ly/3EPpygZ
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AI discussions often assume everyone speaks the same language—but many terms are still misunderstood. This Technology Q&A article defines common AI concepts in clear, practical terms for accounting and finance professionals.
bit.ly/4u2sUS6
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Streamline your financial statement analysis with a reusable Excel model that automatically updates horizontal, vertical, and trend analysis when new data arrives. This @AICPA_JofA Q&A article provides step-by-step instructions and a video walkthrough.
bit.ly/4wfJyz1
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Trump (Sec. 530A) accounts are gaining traction nationwide. Early funding, long-term compounding, and post-age-18 IRA flexibility create planning opportunities most families have never considered. Explore the details in our exclusive PFP Section resource. bit.ly/4u7Lg3N
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As the Great Wealth Transfer accelerates, CPAs face rising estate, gift, and trust liability risks. Learn how costly claims arise—and practical steps to reduce exposure.
#CPA #RiskManagement #EstatePlanning #ProfessionalLiability #WealthTransfer
bit.ly/4tiV89K
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Inheriting retirement accounts isn’t as simple as it used to be. The 10-year drawdown rule can trigger hefty taxes for heirs. This @AICPA_JofA article explains how smart planning can help.
bit.ly/4cWci8u
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The feedback window for our updated guidance closes June 1 — send in your comments today: bit.ly/4sFKsmK
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Learn how CPAs can strengthen client relationships in the AI age by leveraging their communication, curiosity, and self-awareness. AI can’t replicate these people skills.
bit.ly/4wfBfTU
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Learn about five human competencies CPAs can tap into to develop professional leadership qualities and stand out in the age of artificial intelligence.
bit.ly/49AvV3B
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Plan ahead this summer — set team schedules, brainstorm ideas, and keep client work on track for a productive extension season in September and October. Learn more. bit.ly/4910rkS
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Here’s why you don’t want to miss the next #AICPATownHall.
Earn 1 CPE Credit.
🔗 Register. cpa.com/town-hall?utm_source…
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What skills carry the most value in an AI world?
The May @AICPA_JofA explores the creative, emotional, and relationship abilities that AI can’t match. Learn which human traits and people skills can power CPAs to success.
Check it out. bit.ly/4oxzcWv
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A district court declined to adopt a magistrate’s report recommending dismissal of a taxpayer’s complaint on the grounds that her refund claim was untimely. Get the full review in this Tax Matters item from the April @AICPA_JofA.
bit.ly/4sYPkDi
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The Tax Court affirmed bargain sale treatment for a transfer of for-profit colleges to a nonprofit entity but adjusted the taxpayer’s claimed charitable deduction for the transfer.
This Tax Matters item from the April @AICPA_JofA has all the details.
bit.ly/4sgwWEK
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