When small CPA shops suddenly end, clients are left to scramble for a replacement — and any enterprise value that the owner may have had withers away.

Whether your firm has a vibrant wealth management division or not is irrelevant when it comes to offering family office services: Consider it outsourced CFO work, except for a family rather than an entity.

CPA financial planners need to make clear how they're different from the rest of the pack.

Who owns the business and who is going to run it are separate — but equally important — questions.

There will always be both business owners and individuals who drag their feet on different elements of their financial planning.

When asking if knowledge in the hands of your clients is helpful … the argument can go both ways.

The different age groups in your clients' families need different plans, different client experiences — and sometimes, different advisors.

Even with economic uncertainty in our near-term future, all forecasts still look pretty good for CPA firms.

Accounting firms with financial planning practices need to differentiate themselves from the many other players in the space.

Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.