Succession planning

A change in command is a natural time for firms and their leaders to take stock of where they are, and to consider new directions, new ideas and new approaches.

Finding talent tops the profession's concerns, according to a new report from the Massachusetts Society of CPAs.

Caseware announced that it has appointed David Marquis, a five-year Intuit veteran, as its new CEO.

The asset sales carry complexity requiring careful thought and expert advice, but they could prove beneficial to some wirehouse breakaways or RIA succession plans.

A millennial offers insights into the partnership hurdles faced by young CPAs.

The Allinial Global president and CEO will be succeeding longtime chief Barry Melancon, who is retiring at the end of this year.

An updated, funded buy-sell agreement can allow a surviving partner to maintain sole control of the business if one of the owners or partners were to die prematurely or become disabled.

The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.

How do you fix an industry in consolidation? Enter private equity.

Kevan Parekh will take on the CFO role from Luca Maestri at the end of the year, as part of a planned succession.

The shortage of buyers of small practices is because the potential buyers are not qualified to handle a small practice.

With firms changing so rapidly, does it still make sense to lock in a long-term plan?

It's critical to build a team around you to ensure the right questions are asked and answered.

The Big Four audit firm is planning on splitting up his role, according to reports.

CPAs do very good jobs helping clients build wealth, but many do not do so good with themselves. Here are some tips to help you grow your wealth.

The long-time head of the AICPA — and one of the foremost leaders of the profession — will step down on Dec. 31

Financial leaders need to set clear goals and timelines, explore ownership transfer options and conduct a comprehensive business valuation.

Welcome, 1099-DA; moving out and moving on; not all CRM is alike; and other highlights from our favorite tax bloggers.

Daniel Dustin, the current vice president of state board relations, will succeed Ken Bishop on Aug. 1.

Ernest John Nedder, a partner and chief strategy officer at RSM US, will be the next CEO of the RSM International network, succeeding Jean Stephens on June 1.