One impactful truth that can add tremendous value to investor portfolios is tax-loss harvesting, not just at the end of year, but as an all-year strategy.

In the aftermath of the COVID-19 pandemic, issues such as dealing with a remote/hybrid workforce and talent acquisition have impacted overall business management as well as the accounting and tax reporting functions.

A critical part of the pipeline conversation is figuring out how to attract students to the CPA Exam in the first place. Here is a discussion with some CPA colleagues who represent a cross-section of the profession.