Practice Management

Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS and U.S. Treasury Department.

Or even triple-digit, as the 2026 Fastest-Growing Firms share how they turbo-charged their revenue.

Client advisory services and outsourced accounting are helping the Bonadio Group, a Top 50 Firm based in Rochester, New York, build its client base.

Maybe it's the CTO, maybe it's the vendor, maybe it's the board, maybe someone else who is blamed. Studies found a wide range of answers.

Client expectations are evolving, and the firms that succeed will be those that adapt accordingly.

In the face of massive change, Randy Crabtree says accountants need to know these things about themselves.

By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.

While almost everyone is talking the talk on AI governance and control, recent data suggests far fewer are walking the walk, to the detriment of organizations.

Upon the historic deal's closing, Grant Thornton is expected to become the fifth-largest firm with more than $5 billion in domestic revenue and $7.5 billion globally.

Here are five key areas sellers should proactively address to set themselves and their future partners up for long‑term success.