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“Protect Your Clients; Protect Yourself” series highlights the importance of having a Written Information Security Plan (WISP).

Tax professionals are required by law to create a Written Information Security Plan – or WISP – to protect their clients’ data. The IRS and the Security Summit partners have created an easy-to-follow guide that outlines the basics and walks tax professionals through the ins and outs of starting and maintaining a plan.

From key speakers at the OSCPA Estate & Trust Conference to upcoming webinars, build your skills and knowledge in the important arena of estate planning.

Higher client expectations and economic demands are causing firms of all sizes to re-evaluate how technology can help them strengthen client relationships and grow their practices. Customer Relationship Management (CRM) systems are vital for managing business interactions, automating workflows, and improving efficiency.

With a focus on forward-thinking leadership, member advocacy, and professional excellence, the 2025 Strategic Leadership Forum & Annual Meeting set the tone for another impactful year for Oregon CPAs.

In the accounting and finance world, the adoption of new technology is gaining speed, providing both opportunities and challenges for organizations. As we corporate finance professionals strive to drive greater efficiencies and value by implementing the tools available today, I wonder just how far we’ll be able to go with the technologies of tomorrow.

If you’re a tax preparer, accountant, or financial services provider, you’ve likely heard the term “WISP” mentioned in relation to your professional obligations. But what exactly is a WISP, why do you need one, and what should it include?

As a tax professional, you are legally required under the FTC Safeguards Rule to maintain a Written Information Security Plan (WISP). This plan outlines the policies and procedures your business or firm follows to safeguard taxpayer data, assess risks, and respond to cybersecurity threats.

Read about the multitude of tax, regulatory and policy issues surrounding crypto that CPAs and business advisors are going to need to analyze moving forward.

The digital transformation of accounting is happening now. Adopting modern technology is no longer optional for public accounting firms seeking to thrive in an increasingly data-driven world.

Maintaining a WISP is not a one-size-fits-all approach. Every firm needs to ensure they have the required safeguards in place for their size, complexity, and the nature and scope of services.

More revenue often means more people are needed to keep the organization’s finance function running. But how do you know if staffing levels in your finance department are aligned with standards for your industry and organization size?

More than 3 in 5 business executives surveyed by AICPA & CIMA are at least contemplating the use of generative AI, signaling that broad adoption could be around the corner.

As artificial intelligence continues to become more prevalent in every aspect of our lives, experts say now is the time to ensure you have an AI policy to protect your organization, your employees and your clients.

Tax professionals should always be evaluating and adjusting their WISP based on relevant circumstances, changes in the firm's business or operations or the results of security testing and monitoring.

With fewer resources and oversight, not-for-profits can be more susceptible to financial wrongdoing. Three experts discuss how accounting and finance teams can prevent these attacks.

In today’s competitive business environment, accounting and tax firms must continually strive for efficiency and effectiveness. The path to achieving a more efficient firm involves adopting best practices, exploring offshoring options, and meticulously preparing for the peak season.

Want to learn more about how to quickly list financial projections? This Tech Q&A column item shows how to model and compare multiple “what if” possibilities using Excel Scenario Manager.

Rick Meyer, CPA, cautions CPAs against over-reliance on artificial intelligence (AI) for complex tax matters, such as R&D credit studies, emphasizing that AI lacks the nuanced judgment and expertise required for such tasks. While AI can assist with routine tasks, Meyer advises CPAs to remain vigilant and uphold their critical advisory role to protect clients from potential financial risks and IRS scrutiny.

Leaders from corporate finance and the profession share their advice for upskilling and reskilling for the next era of management accounting.