Professional News

Ups (passing pipeline legislation) and downs (threats to rolling conformity) made this year’s Virginia General Assembly one for the books. By Emily Walker, CAE 2025 marked my 17th legislative session representing the VSCPA. I really thought I had seen it all, only to have this year's Virginia

No longer a luxury tool for large companies, Customer Relationship Management (CRM) systems can help businesses of all sizes enhance operations and grow revenue. By Randy Johnston Higher client expectations and economic demands are causing firms of all sizes to reevaluate how technology can help

In 2025, a new CEO of the American Institute of CPAs and Association of International Certified Professional Accountants took the reins from long-time leader Barry Melancon, CPA, CGMA. Mark Koziel, CPA, CGMA, has hit the ground running to get acclimated to his new position. This isn’t his first

Although popular and successful in other industries, returnships have remained largely untouched by the accounting profession. Experts share why CPA firms should consider tapping into this retention tool to combat the ongoing talent crisis. By Cloey Callahan Finding and retaining talent continues to

Burnout is fueling workplace frustration, cynicism and absenteeism. Leaders can chart a path forward and right the ship. By Alice Grey Harrison, APR Workplace culture is at a tipping point. In an informal LinkedIn poll, Inc. magazine found that 52% of respondents named “improving company culture” as

By Marc I. Lebow, CPA, Ph.D., and Joseph E. Lebow, O.D. We accountants, as financial advisors to our clients, are likely to ask us: When is the best time to start collecting Social Security retirement benefits? This issue is complex; every person’s situation is unique. The best decision for one

What you and employers can do to avoid the emotional, psychological and physical effects of burnout. By Maureen Dingus, CAE, and Jill Edmonds In the two previous issues of Disclosures, we discussed the differences between stress and burnout , as well as how burnout affects employees and their

For CPAs entrusted with clients' financial data, safeguarding sensitive information is not only essential for the clients' security but also for the CPAs' own legal responsibilities. The U.S. Internal Revenue Service (IRS) provides a comprehensive list of warning signs to help tax professionals

How one firm turned its future predictions into current practice. By Brian Wendroff, CPA, and Alicia Russman In 2011, Brian Wendroff, CPA, and Darren Wendroff, of Wendroff & Associates, CPA ( WendroffCPA ), authored a visionary piece for Disclosures magazine: "Engineer the Accounting Firm of the

With the looming sunset of the Tax Cuts and Jobs Act of 2017, Spousal Lifetime Access Trusts (SLATs) have become a popular estate planning tool for high-net-worth taxpayers. By Sarah Johnson, CPA, and Joanie Sompayrac, CPA, MAcc, JD Taxpayers typically view estate planning as a relatively