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Charitable contributions should be incorporated into overall tax planning. Understanding entity-level treatment, owner-level limitations, and upcoming changes allows CPAs to help clients align charitable objectives with efficient tax outcomes.

For CPAs, effective communication isn’t about becoming charismatic or theatrical. It’s about being clear, concise, and credible — especially when the stakes are high and the details matter. Here are six steps to help.

When the costs of tariffs are passed through to consumers, they inflate gross sales on invoices, which directly affects economic nexus determinations and liabilities for sales and use taxes, gross receipts taxes, and personal property taxes.

If you strip away the buzzwords, “decision intelligence” (DI) is simply the discipline of turning information into better action — consistently, transparently and at scale. That’s why accountants should be leading it.

For forward-thinking CPAs, estate planning isn’t just an add-on service; it’s a cornerstone of relationship-centered wealth management that clients increasingly expect from their most trusted advisor.