AT Think

Accounting firms have been thinking about the move to advisory services for long enough; it's time to act.

With the tax recognition deadline of Dec. 31, 2026, still in place, taxpayers who wish to invest unrecognized gains in QOZs need to do so prior to Dec. 31, 2021, in order to obtain any step-up in basis benefit.

Business owners need to think carefully about whether to do a study before or after a rehab.

Possibly more on stretch IRAs; addressing the gap; the SALT cap and progressive taxation; and other highlights from our favorite tax bloggers.

Even if your firm has an M&A plan in place as part of its growth strategy, you’ll also want to achieve at least some of your growth through sales.

Retreats are an effective way to develop growth and strategic plans for accounting firms.

What that means, and why it matters for CPAs.

Client referrals are a great way to grow your financial planning practice — provided you can get them.

Having a positive impact on society is more than just making the world a better place; it also makes good business sense.

Accountants have come a long way during the pandemic — but they can go ever further.