Practice Management

Citrin Cooperman co-founder Niles Citrin announces retirement; BKD names regional managing partner; and more CPA news.

When going back to basics, ask yourself what you would look for in a CPA if you were the client.

The Small Business Administration pushed back the deferment period for all its disaster loans, including the COVID-19 Economic Injury Disaster Loan (EIDL) program, until next year.

March 15 is a busy date. The S corporation and partnership returns are due then, so the K-1s can be distributed timely.

The performance and experiences of the biggest practices in accounting in 2020 offer six lessons for the profession.

In today’s digital world, you can’t make an impact — or remain relevant — if your audience can’t find you.

The new owners, Thomas H. Lee Partners, have experience with practice management software and payment processing.

By becoming a learning organization, your team can learn to solve their own problems and free you up to focus on clients and big-picture initiatives.

Currently in beta, the app uses AI to create personalized engagement subscription plans for prospective and existing clients.

A buy-sell agreement between the joint owners of a closely held business or professional practice is critical for the orderly continuation of the business following a “triggering event,” such as the death, divorce, disability, bankruptcy, retirement or termination of an owner.