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The new rule has a profound impact on advisor use of testimonials, performance advertising, and compensation for referrals.
November 23Arrowroot Family Office -
An old solution to a new question; misconceptions about making partner; keeping staff; and other highlights from our favorite tax bloggers.
November 22 -
With the end of the year just around the corner, now is a great time to discuss tax planning with your clients.
November 22Hayden Nelson & Yoder -
Ed Mendlowitz looks back at some of his favorite columns over the years.
November 21Withum -
Do you want to accelerate through your career, be constantly challenged, have lots of mobility, and be paid higher? If so, good for you. Just know you'll probably have to work longer hours.
November 18L&H CPAs and Advisors -
Backlog remaining; changes from Election Day; no new clients; and other highlights from our favorite tax bloggers.
November 15 -
People need a voice, no matter what their level, where they're working, or how they learn.
November 15Tri-Merit Specialty Tax Professionals -
We have a short window during the next month where we can reduce tax season compression, have better served and happier clients, and make more money.
November 14Withum -
The movement to convert documents to machine-readable data that computer applications like spreadsheets can use is not new.
November 11Truth in Accounting Project, University of Denver -
Every single person at your firm has an opportunity to change the experience your client is having with your organization.
November 10L&H CPAs and Advisors