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Latest Blogs

  • James M. Paulino, CIPP/US

    The Safeguards Rule and CPAs: How to Prepare an Information Security Plan

    Federal law obligates CPAs across the country to maintain a written information security plan that annually assesses their security posture and ensures that "adequate safeguards are in place" to protect sensitive personal data. But try not to think of it as another government-mandated must: view it as an opportunity to assess and minimize your cybersecurity vulnerabilities and enhance protections against the increasing threat of identity theft.
    Full story
  • Cheryl L. Talerico

    Business Development Plans while Keeping Socially Distant

    Connecting with potential clients has become more difficult in the age of COVID-19 than it was already. CPAs need to adjust their tried-and-true business development techniques for the now and prepare for a post-COVID-19 world that may look much different.
    Full story

By Topic

Professional & Technical Issues

  • The Safeguards Rule and CPAs: How to Prepare an Information Security Plan

    Federal law obligates CPAs across the country to maintain a written information security plan that annually assesses their security posture and ensures that "adequate safeguards are in place" to protect sensitive personal data. But try not to think of it as another government-mandated must: view it as an opportunity to assess and minimize your cybersecurity vulnerabilities and enhance protections against the increasing threat of identity theft.
  • Business Development Plans while Keeping Socially Distant

    Connecting with potential clients has become more difficult in the age of COVID-19 than it was already. CPAs need to adjust their tried-and-true business development techniques for the now and prepare for a post-COVID-19 world that may look much different.

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Careers & Lifestyles

  • Navigating Career Changes During COVID-19 and Beyond

    As we look back on the past few months and think about the future of our careers, it is clear that some things will change. COVID-19 delivered both challenges and a few silver linings when it comes to making choices related to our careers.
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