PAGE HEADING

As we begin 2026, I’m proud to discuss our historic advocacy win for the accounting profession in New Jersey — former Governor Murphy’s signing on Jan. 12 of the bill we championed that creates an additional pathway to CPA licensure.

For accountants, the message is simple: mastery of numbers is expected. Boldness is the skill that will set you apart. And you can develop it, faster than you think!

Engagement letters can protect a firm only if they are used properly. Deliver services as described in the engagement letter. Well-intentioned actions that expand the scope of services can be detrimental in the event of a professional liability claim.

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.