American Institute of CPAs

AI can enhance audit quality, but CPAs can’t hand over professional judgment to the technology. Learn how auditors can use AI tools while maintaining responsibility for the quality of their work. bit.ly/4z7xksv

How are CPAs putting AI to work in audits while keeping human judgment central? This @AICPA_JofA article shares five examples. Check it out! bit.ly/4iHXYlC

Year-end is an essential time to consider Roth IRA conversions. Converting may reduce future tax burdens and offer greater flexibility in retirement planning. Discuss this strategy with clients to support long-term financial goals. Read more. bit.ly/4910rkS

The November @aicpa_JofA is hot off the press! Discover how auditors can harness AI without surrendering professional judgment, plus Excel tips, smarter AI settings, a not-for-profit tax trap, and advice for building the CPA career you want. bit.ly/4oxzcWv

Put Excel to work on your AP reviews. Learn how to automatically flag potential exceptions — such as duplicate invoices, missing data, and high-dollar unapproved transactions — and generate a dynamic report that focuses attention where it's needed most. bit.ly/4rLZlng

In the @AICPA_JofA newest monthly column, the AICPA’s small firm advocate, Stephanie Otero, CPA, shares the No. 1 cybersecurity tip for sole practitioners, and she also offers guidance on how to improve client service without adding staff. bit.ly/47BuaBN

Liquidation accounting usually happens under tough conditions, but getting it right is important. A CFO shares lessons learned in a real-world dissolution. bit.ly/4jH5Tl3

Refresh what you know about going concern to avoid missing red flags amid economic uncertainty and rising liquidity risks. bit.ly/4hCPWK8

In this article with embedded video, follow step-by-step how an agentic AI tool prepares 59,157 rows of general ledger data for audit use in about 10 minutes. Would such data-preparation speed help you deliver a more effective audit? bit.ly/4zeSMw0

Find out how a new, accountant-developed checklist can help you assess your preparedness to handle cybersecurity in the age of AI. bit.ly/4jDaSmP

Year-end planning starts now. Encourage clients to schedule check-ins to review income, deductions, and multi-year projections for smarter tax decisions. Learn more. bit.ly/4910rkS

Professional liability risks can haunt CPA firms in unexpected ways. Learn how accountants can respond, prepare, and protect their practice. bit.ly/47t948K

👻 Boo! The October @AICPA_JofA delivers AI cyber risk advice, a CPA-designed checklist, cybersecurity tips for sole practitioners, and lessons from costly liability claims. Read more. bit.ly/4oxzcWv

In her latest @AICPA_JofA column, the AICPA’s small firm advocate, Stephanie Otero, CPA, shares insights on AI, navigating change, and what matters most. bit.ly/461zHkD

Reviewing massive spreadsheets doesn’t have to mean endless scrolling and tab switching. Excel has built-in tools that can dramatically simplify the process — helping you stay focused on what matters most: the analysis. bit.ly/4xEkiCX

The IRS’s motion for a more definite statement was denied because it had sufficient information to respond to the taxpayers’ complaint for a refund claim. bit.ly/4cm2bZW

Looking to get more from Windows 11? The September Tech Q&A column shows how Microsoft PowerToys offers a few standout features that can upgrade your setup. bit.ly/4iJlK22

Find out how CPAs rated the leading software brands for professional tax return preparation in this @AICPA_JofA and The Tax Adviser annual survey. bit.ly/3T7GCFX

On top of the damage they cause, natural disasters also attract fraudsters who increasingly wield AI tools. Find out how CPAs can help well-intentioned donors and clients dealing with natural disaster damage spot scams before they lose money. bit.ly/4gAXSMH

Learn how to expand from tax prep into financial planning and build deeper client relationships. bit.ly/4xBy7lD