How firms are working to solve the latest iteration of the pipeline problem
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Clients rarely replace trusted advisors because someone makes a bigger promise. Instead, they gradually become convinced that another relationship may create greater value.
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Disagreeing with the IRS; daunting levels of debt; Sunshine State; and other highlights from our favorite tax bloggers.
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Accounting may be the language of business, but it's not the language of most business owners.
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For the 2026 Top Firms by Assets Under Management, managing the growth of their own practices is as much a challenge as growing their clients' wealth.
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The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.
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This year's top resellers in the accounting space say they're facing greater expectations on a number of fronts.
Only days after the World Cup Final, the IRS released a revenue procedure allowing tax-exempt foreign members of FIFA to avoid filing a Form 990.
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Cornyn and another GOP holdout, Senator Thom Tillis, want written changes to alter Trump's settlement with the IRS over leaks of his tax information in 2019.
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He reported earning income of less than $5,000 in 2020, 2021 and 2022, but actually earned more than $7 million from his hedge fund, according to prosecutors.
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Pitching an institutional investor on a single private equity deal rather than a diversified fund was long deemed the sign of a buyout newcomer or a struggling rainmaker.
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Anxious accountants can take a breath, as data shows human clients do not crave a 100% AI-led experience. In fact, there are certain tasks which they prefer be 100% human-led.
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New revelations about staff mishandling confidential client information deepen the crisis engulfing the scandal-hit firm.
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- Daily BriefingDelivered Every WeekdayIdeas that impact your business delivered to your inbox every day.
- Tax Pro TodayTuesday, ThursdayThe latest news in tax regulations, legislation, and best practices to the informed accountant.
- Audit & AccountingMondayThe latest news and insights on these core services of the accounting profession.
- Accounting TechnologyMonday, Wednesday, FridayNews, analysis, and insights for technology-minded accounting professionals.
Showcasing technologies that modernize the tax preparation process, using AI and integrated workflows. These can include: automating data intake, streamlining review and filing and improving accuracy and client collaboration.
Showcasing technologies that streamline firm operations and boost productivity across the entire accounting practice. These can include: automating client onboarding, task management, billing and workflow coordination.
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Partner Insights from DataSnipper -
Partner Insights from Rightworks - Partner Insights from Canopy
- Partner Insights from Insightsoftware (LeaseAccelerator)
