8 CPAs & Estate Planning

Planning for the future is not only important for your clients , but also for yourself . To help you prepare , here ’ s a rundown of things you may not have considered to that end .

3 Diversifying the Profession

CalCPA ’ s CEO discusses new partnerships and initiatives designed to improve Black and African American student and faculty ’ s connection to the accounting profession . DENISE LeDUC FROEMMING , CPA

13 Tax Software & Trust Distributions

Making trustee distributions to beneficiaries is not always a simple process , and sometimes your tax software can have blind spots . WILLIAM DOWNS , CPA & JOHN WOODFORD , CPA

15 New Standards on Tax Services

A review of the AICPA ’ s revised and new Statements on Standards on Tax Services , and of the comments CalCPA made on how to improve or change the proposals before they take effect on Jan . 1 , 2024 . KIP DELLINGER , CPA

17 Tech Talk : Adapt & Thrive

As the profession changes , CPAs are being called upon to service clients using technologybased tools . Our columnists discusses some credentials you can pursue . HARSH JADHAV , CPA

californiacpa . calcpa . org Volume 91 , No . 8 , March / April 2023

California Society of Certified Public Accountants

Vice President , Marketing & Communications Matthew Koontz matthew . koontz @ calcpa . org

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2 CALIFORNIA CPA MARCH / APRIL 2023 www . calcpa . org