Sales and Marketing

Accounting firm Reznick Group has partnered with Palladium Pacific on a service to provide help to real estate lenders, investors, builders and developers with their troubled real estate assets.

The AICPA 2008 Succession Survey, as you would expect, has a great deal of information about the current state of succession at multi-owner firms and recommended best practices for those firms. What will come as a surprise to some is there is an equivalent amount of information, observation of trends, and recommended best practices for the sole practitioner.

Since most observers consider the tax prep market to be in a maturing mode, it’s important for software makers to offer their products for tryouts, early renewals and promotional pricing during the season when their customers have the time to experiment.And that time, of course, is now.

Accounting firm Weaver and Tidwell has introduced a financial services niche practice aimed at investment companies, including hedge funds and private equity firms.

The seven deadly sins of career management were delineated by Kathleen Grace, founder of Grace Consulting Services, a professional services firm specializing in executive assessment, executive coaching and strategic succession planning, at the recent Forum for Women in Accounting, presented by The Advisory Board and Crosley + Company.

Deloitte plans to invest approximately $300 million to create a learning and leadership development center in Westlake, Texas.

BNA has appointed Lisa Fitzpatrick as director of marketing for the company's tax and accounting product line.

REMINDER: Time to submit an entry for Practical Accountant’s Practice Innovation Award is running out. For application information, see the June issue of Practical Accountant. I don’t know about you, but I am getting tired of surveys. Especially those that promise you that filling it out will only take “a couple of minutes.” The last one that I filled out was for a major hotel chain conducted by a very, well-known company that conducts surveys nationwide.

The American Institute of CPAs has formed an online Succession Planning Resource Center to help small and midsized firms deal with questions of how their firm should be managed in the future.

Seventy-six percent of the 120 firms in attendance at the Forum for Women in Accounting, a three-day confab in its second year, have a strategic plan in place.