Practice Management

Accountants should be ‘ladies and gentlemen serving ladies and gentlemen.’

BKD and MBAF each relocate NYC offices; AAM celebrates 30 years with new logo and Facebook Live event; and more CPA news.

Katz, Sapper & Miller appoints first CIO; Reynolds, Bone & Griesbeck announces next MP; and more personnel news.

Illinois firm Scheffel Boyle also donated 34 care packages to active U.S. service members.

For years, accounting firms have relied on firm partners to use their personal and professional connections, charisma, and contacts to “make it rain” — to bring in new business and revenue that would enable the firm to grow and succeed.

The International Ethics Standards Board for Accountants has released a set of revisions to the International Code of Ethics for Professional Accountants, making some changes in the independence standards for assurance engagements, other than audit and review engagements.

Windes merges in Smith, Linden & Basso; UHY Advisors acquires Stewart, Beauvais & Whipple; TYS merges with Lefkowitz; and McGuire Sponsel acquires Align Global Consulting.

Get working on it now, before the filing season rush begins.

The Internal Revenue Service’s announcement last month delaying a requirement for reporting partners’ share of partnership capital offers some extra time to busy tax practitioners, but the issue still isn’t going away and may lead to some other problems.

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.