AT Think

Recognizing mental health issues is a huge part of showing up for your employees, your clients and, most of all, yourself.

Each year on May 6, those of us in the finance profession recognize management accountants across the globe.

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.