News & Updates
AI Gave You an Answer. Now Review It Like an Accountant with the Right Prompts.
October 01, 2026
Accountants already have many of the skills necessary to use AI responsibly. We know how to question information, trace a number back to its source, and ask for support. The same habits should apply to AI.
Bridge Over Troubled Waters: How Social Security Fits into the National Debt
October 01, 2026
The federal government has a long-term fiscal imbalance, but the hard question surrounding Social Security is how the adjustment should be divided among spending restraint, entitlement reform, additional revenue, economic growth and future generations — and how soon policymakers are willing to act.
Understanding the Ups and Downs of CFO Decision-Making
October 01, 2026
CFOs today are navigating a financial environment that is more complex, volatile and fast moving than at any point in recent memory. Rising costs, shifting customer behavior, talent shortages, supply chain disruption and evolving tax rules continue to reshape how organizations operate.
AI Can Be Confidently Wrong. Accountants Cannot.
September 01, 2026
Artificial intelligence can save time and strengthen research. But when an answer sounds polished and authoritative, that is exactly when accountants need to slow down and verify it.
Liability Implications of Private Equity Ownership of CPA Firms
September 01, 2026
With PE investment in firms, CPAs must understand new liability risks, how claims-made insurance and a stand-alone extended claims reporting period (ECRP) work, and what steps practitioners should take if their firm is part of an acquisition or merger.
Take 15: Five Ways to Protect Your Wealth
September 01, 2026
The broader category of wealth protection means taking 15 minutes once each month to identify any new risks and prepare coverage to manage them.
Virginia's Expanded RetirePath Mandate: What CPAs Need to Know
September 01, 2026
This year, approximately 34,000 Virginia businesses will need to meet Virginia’s new retirement solution mandate for their employees. Here’s what CPAs need to know to guide and advise their clients.
AI Won’t Solve the Talent Problem on Its Own — Why Hiring Discipline Still Matters
August 01, 2026
Accounting firms are investing heavily in AI as a way to manage ongoing talent shortages. Automation is helping reduce pressure on teams, speed up routine work, and improve efficiency across compliance and advisory. But there’s a risk in how the conversation is evolving.
Beyond Technical Excellence: Why Emotional Intelligence and Psychological Safety Matter for Today's CPA
August 01, 2026
When emotional intelligence and psychological safety work together, they create stronger organizations, improve decision-making and reduce organizational risk.
Help Preserve Oak Hill and Save on Your Virginia Income Taxes
August 01, 2026
In November of 2025, Oak Hill, a 1,200-acre property housing the Loudoun home of President James Monroe, was donated in a part-sale/part-gift to The Conservation Fund. Prior to the transfer, the property was held privately by the same family for seven decades.
Take 5: Simple Ways to Protect Your Retirement Savings
August 01, 2026
Retirement accounts are attractive targets for cybercriminals. These five simple habits can dramatically reduce your risk.
Virginia's 2026–2028 Budget: What CPAs Need to Know About the Tax Provisions in HB 30
August 01, 2026
Virginia's newly enacted biennial budget brings a mix of permanent tax relief, targeted new deductions, and structural changes that practitioners should build into client planning now.
5 Powerful Realities That Boost Firm Value
July 01, 2026
Whether you’re preparing for a transaction — or simply striving to build a healthier, more profitable practice — understanding what truly drives value is essential.
Amazing Results with Auto Escalation
July 01, 2026
Auto-escalation is one of the most effective saving tools available in a 401(k) plan because it increases savings gradually — often in ways employees barely notice in their paychecks.
Corporate CPAs and the Wide World of Opportunity
July 01, 2026
Learn wny this CPA believes being the CFO, or member of the CFO’s team, is an excellent career path choice. The variety and impact of responsibilities is enviable.
Reverse Mentoring: What I Learned From Younger Generations
July 01, 2026
Reverse mentoring offers a practical and human-centered way to strengthen communication, improve engagement, and build more inclusive workplaces — one conversation at a time.
The Smart CPA Firm: Building a Successful AI Ecosystem
July 01, 2026
As AI moves from possibility to business necessity, many accounting firms risk rushing in without thoughtful adoption and integration.
7 Ways CPAs Can Lead in a New World with New Rules
June 09, 2026
The rules that once governed business strategy, leadership and negotiation no longer apply. Success depends less on planning for the future and more on building organizations that can adapt to whatever comes next.
Navigating Turbulence: How Accounting Professionals Can Actually Reduce Stress — Not Just Manage It
June 09, 2026
By any measure, stress has become a defining feature of the accounting profession. But reducing stress isn’t about escaping it. It’s about understanding it, reframing it, and responding differently in the moments that matter most.
Offshoring is Broken for Small and Midsize CPA Firms
June 01, 2026
If you are running a small or midsize CPA firm, you have probably had some version of this thought in the last year: Everyone seems to be offshoring.