How about a “Christmas” letter about your practice, describing how you did professionally, what you wish you had done and what you now resolve to do next year?

Accountants spend a lot of time learning their craft and keeping current. What many do not do as well is keep up with practice management. An easy way is to read some of the many books on that topic.

Mergers take numerous forms.

Frequently we are asked to prepare a formal proposal. This is usually done when the client or prospect is considering multiple firms and the decision will either be made by a board of directors or when the person making the decision feels the need to tangibly back up their decision.

Withum’s managing partner and CEO sends a weekly Monday morning email and at least one new client email a week to everyone in our firm.

This is my 312th weekly column. Once a week for six years!

Accounting firm owners and partners who did not get their own tax returns in on time face losing their licenses, being expelled from their professional societies, losing their livelihoods and possibly being imprisoned.

I’ve spent my career as an “expert generalist,” so when a book on the advantages of being a generalist was published, many friends called it to my attention and I read it.

Last Wednesday I spent the day in Manhattan and some things occurred that I would like to share here.

We need to be aware of things that we do that make others uncomfortable, especially women and members of minority groups.