june2022 - 3

JUNE 2022
VOLUME 32
NUMBER 2
6
14
ISSUE FOCUS:
12 2022 MOST
POWERFUL WOMEN
IN ACCOUNTING
By Isaac M. O'Bannon,
Managing Editor
COLUMNS
4 FROM THE EDITOR:
Summertime Blues
By Gail Perry, CPA, Editor-in-Chief
6 FROM THE TRENCHES:
Your Firm and Your
Upgrades: Throw It Out!
By Randy Johnston
10 TECHNOLOGY IN PRACTICE:
Post Tax Season: 10 Tips for
Getting the Most Out of Your
Tax Season Debrief Meeting
By Roman Kepczyk, CPA.CITP
14 THE LABOR LAW ADVISOR:
Pregnant Employees and
Employer Obligations
By Richard D. Alaniz, J.D.
17 THE STAFFING &
HR ADVISOR:
Return to the Office: How to
Ready Your Team for the New
" Disruption "
By Paul McDonald
18 THE LEADERSHIP ADVISOR:
How to Create a Better
Advisory Relationship
By Amy Vetter, CPA.CITP, CGMA
19 THE MILLENNIAL ADVISOR:
Firm Management Lessons
from the Grocery Store
By Garrett Wagner, CPA.CITP
35 BRIDGING THE GAP:
Your Firm's Next Hire: A
Project Manager
By Jim Boomer, CPA.CITP
FEATURES
9 2022 TAX SEASON REVIEW:
THE GOOD, THE BAD, AND
THE UGLY
By Christopher Stark
15 THE RISK AND REWARDS OF
BIG DATA
By Mary Girsch-Bock
16 HOW BUSINESSES CAN
DEFEND AGAINST PAYMENT
FRAUD
By Tony Carothers
WEB EXCLUSIVES
CHECK OUT OUR PRODUCT & SERVICE GUIDE
www.CPAPracticeAdvisor.com/directory
IRS COLLECTED $4 TRILLION IN 2021
www.CPAPracticeAdvisor.com/21269352
HOW TO PROTECT CLIENTS FROM SURGING SALES TAX AUDITS
www.CPAPracticeAdvisor.com/21268414
GEN Y WORKERS INSIST ON REMOTE FLEXIBILITY
www.CPAPracticeAdvisor.com/21268049
20 7 PRINCIPLES FOR BECOMING
A BETTER LISTENER
By Christopher Hayden,
CPA, CMA, CGMA
21 CREATING DIGITAL
EXPERIENCES IS THE FUTURE
OF REMOTE WORK
By Jon Hubbard
22 7 WAYS TO IMPROVE YOUR
WORK-LIFE BALANCE
AS A FIRM OWNER AND
ACCOUNTANT
By Chris Hayden
24 INDEPENDENT CONTRACTOR
UPDATE
By Nellie Akalp
25 WHY CPA FIRMS NEED A
TOP-NOTCH WEBSITE
By Mary Girsch-Bock
26 8 STEPS TO FINDING
THE RIGHT SOFTWARE
SOLUTIONS
By Judie McCarthy
29 R&D TAX CREDITS CAN
HELP WITH SOFTWARE
DEVELOPMENT
By Heidi Henderson
ARCHIVED
WEBCASTS
22
MARKETING YOUR FIRM
30 How Accounting Firms Can
Target a Niche Using SEO
By Becky Livingston
31 IS YOUR FIRM AT THE
CROSSROADS OF CHANGE?
By Ernie Villany, CPA
32 THE SECURE ACT AND THE
GROWING POPULARITY OF
ROTH CONVERSIONS?
By Joseph Graziano, CFP®
33 HOW TO KNOW WHEN
YOU'RE READY TO MOVE TO
ADVISORY SERVICES
By Jasen Stine and Jim Buffington
2 THE PROADVISOR SPOTLIGHT:
Sponsored Content
QuickBooks Online
Recertification Window Open
Through June 30, 2022
34 AICPA NEWS
A round up of recent
association news and events.
www.CPAPracticeAdvisor.com/webinars
* What Does Innovation Mean for Your Firm?
* Driving Digital Transformation in Your Firm
* Case Studies in Success: Tax Best Practices
* Embrace Automation, Empower Staff, & Reduce Frustration
* Innovations in Nonprofit Client Accounting Services
JUNE 2022 ■ www.CPAPracticeAdvisor.com
3

http://www.CPAPracticeAdvisor.com/webinars http://www.CPAPracticeAdvisor.com/directory https://www.cpapracticeadvisor.com/home/webinar/21268562/what-does-innovation-mean-for-the-industry-and-for-your-business https://www.cpapracticeadvisor.com/home/webinar/21268553/cpe-webcast-june-14th-session-2-driving-digital-transformation-in-your-firm http://www.CPAPracticeAdvisor.com/21269352 https://www.cpapracticeadvisor.com/home/webinar/21268532/case-studies-in-success-best-practices-from-busy-season http://www.CPAPracticeAdvisor.com/21268414 https://www.cpapracticeadvisor.com/home/webinar/21267924/cpe-webcast-june-21-embrace-automation-empower-staff-reduce-frustration-for-remote-clients https://www.cpapracticeadvisor.com/home/webinar/21264560/cpe-webcast-may-18th-innovations-in-nonprofit-client-accounting-services http://www.CPAPracticeAdvisor.com/21268049 http://www.CPAPracticeAdvisor.com

june2022

Table of Contents for the Digital Edition of june2022