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November/December 2025

Home /Magazine/November/December 2025
Featured

The Benefits (and Risks) of Selling an Accounting Practice to Private Equity

By  Dave Krosner

April 2026 0

Over the last several years, private equity (PE)-backed companies have become increasingly active within the accounting field. Many CPA firm partners and leaders have received…

Featured

Intergenerational Solutions to Address the Crisis of the Leaking Accounting Pipeline

By  Mark Myring, PhD, Jennifer Bott, PhD and Abhijit Barua, PhD

April 2026 0

IN BRIEF The shortage of individuals entering the CPA pipeline has reached a crisis stage. While professional institutions like the AICPA have been working on…

Featured

Reconciling Ambition with Reality

Addressing the Profession’s Diversity and Talent Pipeline Crisis

By  Brandis Phillips, PhD, CPA and Nicole McCoy, PhD, CPA

March 2026 0

IN BRIEF For several years now, declining enrollments in universities and high turnover at firms have posed a serious threat to the accounting profession's viability.…

Featured

Required Roth Catch-Up Contributions for 2026

By  David M. Barral, CPA/PFS, CFP

March 2026 0

An individual may elect to defer some of their wages into a retirement plan through their employer's plan [e.g., 401(k) plan]. That deferral could be…

Featured

The Bipartisan Budget Act Audit Regime

Traps for the Unwary

By  Macdonald “Mac” A. Norman, JD, LLM

March 2026 0

The Bipartisan Budget Act of 2015 (BBA) created a “centralized system for audit, adjustment and collection of tax that [generally] applies to all partnerships,” with…

Featured

SALT Round-Up—Current Developments in Key Jurisdictions

Looking at California, DC, and Pennsylvania

By  Corey L. Rosenthal, JD and Dilnora Isaeva, CPA

March 2026 0

CPAs need to be aware of current developments in key states to properly advise companies doing business in multiple jurisdictions. As state and local tax…

Featured

Remembering a Forgotten Leader and New York’s First African American CPA

The Legacy of General Wilmer F. Lucas

By  Dale L. Flesher, PhD, CPA, Craig Foltin, DBA, CPA and Gary J. Previts, PhD, CPA

March 2026 0

IN BRIEF When Brigadier General Wilmer F. Lucas retired from the United States Army Reserve, he did so as a war hero who had led…

Featured

Glass Ceiling Shattered?

Audit Partner Gender Diversity Within Accounting Firms

By  Jessica L. Evanko, PhD, CPA and Jeremy F. Evanko, MBA

March 2026 0

There was a strong push from companies to be more inclusive of underrepresented communities in the hiring process and provide greater opportunities for career advancement.…

Featured

Accounting Recruitment Resources

By  Susan B. Anders, PhD, CPA/CGMA

March 2026 0

In November 2025, New York State became one of the 20-plus states thus far to enact legislation that provides an alternative to the 150-hour education…

Featured

Broadening the Pipeline in a Changing Environment

How the Courts Have Reshaped Our Understanding of Equity and Inclusion

By  Brandis Phillips, PhD, CPA

March 2026 0

Note from Column Editor Anton Lewis: This is a pivotal moment for the accounting profession as it grapples with a diminishing pipeline of graduates and persistent…

Featured

MITRE ATT&CK as a Governance Tool

By  Joel Lanz, CPA/CGMA/CITP/CFF, CISM, CISSP, CFE

March 2026 0

Per its website, “MITRE ATT&CK (ATT&CK) is a globally accessible knowledge base of adversary tactics and techniques based on real-world observations” (https://tinyurl.com/bddydxrz). The parent organization…

Featured

Inclusion and Access in the CPA Pipeline

Adapting to a Shifting Educational and Legal Environment

By  Walied Keshk, PhD, CPA and Edward J. Lynch, PhD, CPA

March 2026 0

The CPA Evolution Exam model, which became effective at the beginning of 2024, requires each candidate to pass three core exams and one specialized discipline…

Featured

Sustainability as a Guiding Force in My Accounting Journey

By  John Magliocco

March 2026 0

Note from Column Editor Tracey J. Niemotko: This month's column was written by John Magliocco, one of my students at Marist University, describing his personal journey…

Featured

Stress Testing the Organizational Governance Structure

By  H. Stephen Grace, PhD, Al Fenichel, CPA, MBA, Frank Gatti, CPA, MBA, Steve Grace and Steven Lilien, CPA, PhD

March 2026 0

The governance bells are tolling for corporate, non-corporate, not for profit, governmental, and other organizations. Investor and stakeholder demands, regulatory actions, and growing litigation risks…

In Memoriam Featured

Remembering Elliot Hendler

By  Orumé Hays, CPA, CGMA

March 2026 0

Due to Elliot Hendler's extraordinary commitment to the NYCPA and his decades of service on The CPA Journal's Editorial Advisory Board—including active participation up until his…

Featured

Strategies for Boosting Black Students’ Interest in Pursuing an Accounting Major

By  Yuebing Liu, PhD, Anish Menon, PhD and Clyde McNeil, MBA, CPA, CIA

February 2026 0

Black individuals remain significantly underrepresented in accounting despite making up 12.7% of the US population. (Note that this article uses the term Black to refer…

Featured

The Benefits (and Risks) of Selling an Accounting Practice to Private Equity

By  Dave Krosner

February 2026 0

Over the last several years, private equity (PE)-backed companies have become increasingly active within the accounting field. Many CPA firm partners and leaders have received…

Featured

Required Roth Catch-Up Contributions for 2026

By  David M. Barral, CPA/PFS, CFP

February 2026 0

An individual may elect to defer some of their wages into a retirement plan through their employer's plan [e.g., 401(k) plan]. That deferral could be…

Featured

Intergenerational Solutions to Address the Crisis of the Leaking Accounting Pipeline

By  Mark Myring, PhD, Jennifer Bott, PhD and Abhijit Barua, PhD

February 2026 0

IN BRIEF The shortage of individuals entering the CPA pipeline has reached a crisis stage. While professional institutions like the AICPA have been working on…

Featured

NYCPA and Advocacy—Why it Matters

By  Kevin P. O'Leary, CPA

February 2026 0

On November 21, 2025, Governor Kathy Hochul signed into law the additional 120+2 licensure pathway into law (Assembly Bill A7613B; see E. Slack-Jorgensen, “Hochul Signs…

Featured

Using Buy/Sell Agreements

Knowing When They Solve or Create Problems

By  James Jurinski, JD, CPA and Lawrence Hartmann, CLU

February 2026 0

IN BRIEF As versatile as a Swiss Army Knife, buy/sell agreements can be used to solve a wide variety of tax and financial problems associated…

Featured

SALT Round-Up—Current Developments in Key Jurisdictions

Looking at California, DC, and Pennsylvania

By  Corey L. Rosenthal, JD and Dilnora Isaeva, CPA

February 2026 0

CPAs need to be aware of current developments in key states to properly advise companies doing business in multiple jurisdictions. As state and local tax…

Featured

Reconciling Ambition with Reality

Addressing the Profession’s Diversity and Talent Pipeline Crisis

By  Brandis Phillips, PhD, CPA and Nicole McCoy, PhD, CPA

February 2026 0

IN BRIEF For several years now, declining enrollments in universities and high turnover at firms have posed a serious threat to the accounting profession's viability.…

Featured

Standing on General Lucas’s Shoulders

By  Calvin Harris, CPA

February 2026 0

History often records firsts, but legacy tells us which of those firsts mattered.Wilmer F. Lucas holds a singular place in the history of the accounting profession…

Featured

Blurring the Lines

Multidisciplinary Practice Challenges for CPA Firms

By  Alan B. Clements, JD, PhD, CPA and M. Catherine Cleaveland, PhD

February 2026 0

IN BRIEF As CPA firms increasingly seek to provide integrated legal and advisory services, they face a complex web of ethical, legal, and regulatory constraints…

Featured

The Bipartisan Budget Act Audit Regime

Traps for the Unwary

By  Macdonald “Mac” A. Norman, JD, LLM

February 2026 0

The Bipartisan Budget Act of 2015 (BBA) created a “centralized system for audit, adjustment and collection of tax that [generally] applies to all partnerships,” with…

Featured

Remembering a Forgotten Leader and New York’s First African American CPA

The Legacy of General Wilmer F. Lucas

By  Dale L. Flesher, PhD, CPA, Craig Foltin, DBA, CPA and Gary J. Previts, PhD, CPA

February 2026 0

IN BRIEF When Brigadier General Wilmer F. Lucas retired from the United States Army Reserve, he did so as a war hero who had led…

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Our Latest Content

  • Evaluating the Use of AI in Financial Statement Audits September 2026
  • New York State’s 2026-2027 Budget Bill Overview September 2026
  • Aligning California and EU Climate Disclosure Mandates August 2026
  • Sustainability Accounting—Driving Better Returns Through Better Business August 2026
  • The Varied Perceptions and Experiences of Internal Versus External Auditors in Adopting Artificial Intelligence August 2026












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