Summer Reading for Accountants

Good reads for accountants that are light enough for the beach.

Here's some light reading for your summer -- physically light, that is. While short (and mostly in paperback and e-format), we think these eight books from the past few months are all worth a look.

The Cheapest Places to Retire Series The Cheapest Places to Retire Series

CPA Thomas Corley has compiled a list of the cheapest places to retire in the U.S., and you can buy e-books of it in different slices to help advise your clients. The slices include variations based on the cheapest places by the beach.

Available at: The Rich Habits Web site

CPA Firm Succession Planning: A Perfect Storm CPA Firm Succession Planning: A Perfect Storm If, like so many other CPA firms, you are coming late to succession planning, you can find no better guide than well-known consultant Marc Rosenberg's monograph on the subject. And even if you think you know everything there is to know, you'll probably still find something here worth your time.

Available at his Web site.

Succession Transition Succession Transition Once you've read Rosenberg's book on succession, we suggest you pick up this light tome, which is the distilled wisdom of two recent leaders of Plante Moran -- Bill Hermann and Gordon Krater, who between them worked up one smooth transition.

Available at: Amazon

Together in the Cloud Together in the Cloud Once you've figured out your succession, you can turn to that other great burning issue of today: the cloud. Robert Chandler's primer is a quick, comprehensive introduction that will leave you eager to get cloudy.

Available on: The author's Web site.

Leading at the Edge Leading at the Edge What could be nicer on a hot summer day than to read about a trip to the frozen Antarctic? How about if it included a truly amazing adventure story, and a series of undeniably interesting leadership lessons?

Available at: Amazon

The 11 Laws of Likability The 11 Laws of Likability Well, who doesn't like being liked? Whether you're looking to get invited to that barbecue, or trying to gin up some new business, these laws will soon have you making -- and keeping -- friends with the greatest of ease.

Available at: Amazon

Financial Intelligence Financial Intelligence

If it looks like a comic book, that's because it is one -- and a very handy way to explain complicated topics in business and finance to your clients.

Available on: The Smarter Comics Web site

The Vigilant Investor The Vigilant Investor Learn how to protect your clients' investments, while at the same time reading about some spectacular investment scams (and some spectacularly stupid marks). Win-win!

Available at: Amazon



8 Last-Minute Tax Tips

With minutes counting down to this year's tax deadline, clients (and many of their accountants) are scrambling to get paperwork wrapped up on time. But many financial and tax professionals caution that in the heat of the moment, even the most knowledgeable can forget the basics – never mind easy-to-miss, specialized strategies.

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Taxpayers Gone Wrong

Tax pros share their clients’ worst ideas about taxes

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Is Your Firm in Danger?

11 ways to protect your practice from liability

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Most Suspicious IRS Audit Triggers

The Minnesota Society of CPAs has compiled a list of red flags that could trigger an audit from the IRS if they apply to your clients' tax returns.

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Top 7 Retention Tactics

The Top 100 Firms get creative when trying to retain top talent.

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Top 10 Recruiting Tactics

The Top 100 Firms share their best strategies.

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The Fastest-Growing Firms in the U.S.

The firms with the highest 2014 revenue growth in our Top 100 Firms/Regional Leaders list

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Where the Wealthy Go to School

Looking for rich clients? Here's a ranking of the top U.S. universities by number of ultra-wealthy alumni.

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Secrets in the 1040

7 things you can learn during tax prep to build a stronger client relationship

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The Dirty Dozen Tax Scams

The IRS’s annual pick of the worst of the worst

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