Growth strategies

The headache of filing dozens of state or international returns due to the so-called jock tax comes with opportunities to tap into savings, experts say.

The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.

As M&A rebounds in 2025, dealmakers should conduct a thorough cultural assessment to make sure potential acquisitions are the right fit.

Business clients have additional tasks to tackle when branching out across the country.

The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.

Many companies are enthused by Trump's proposals to cut taxes and regulation, but there's mounting concern that his tariffs will raise prices and squeeze margins.

New clients may seem easy to come by now, but that won't always be the case.

Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose opportunities for growth and savings as well.

When a firm is independent, there's flexibility and a cogent desire to invest in the future.

No matter where a CPA practice is in its life cycle, owners should have growth in mind.