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When private equity firms invest in accounting firms, they're ultimately acquiring two assets: client relationships and the teams that serve them.
November 19 -
Private equity's theses for CPA+ platforms is increasingly nuanced and increasingly linked to the believability of a firm's organic growth prospects.
November 19 -
Discover the pivotal milestones of the past four years as CPA firms have partnered with private equity.
November 19 -
Veteran deal-maker, Phil Whitman, will take accounting firm leaders through the structure of a "typical" private equity deal to discuss important issues like price,
November 19 -
Join Bob Lewis of The Visionary Group for an inside look at the key factors that enhance—or diminish—an accounting firm's value.
November 19 -
A key consideration for accounting practices that want to remain independent is finding the capital they need to invest in staff,
November 19 -
Private equity isn't inevitable: It's perfectly possible for accounting firms to remain proudly independent — but to do that,
November 19 -
The One Big Beautiful Bill Act's presence, like it or not; return of beneficial ownership information; that familiar sense of dread; and other highlights from our favorite tax bloggers.
November 5
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The 2025 Best Firms for Young Accountants provide their people an equilibrium between work and life — and are always listening for new ways to improve
November 4 -
A look inside the 20 best places to start a career in accounting.
November 4 -
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Using AI to teach accounting; CPAs and financial statements; TIGTA on joint returns; and other highlights from our favorite tax bloggers.
October 21
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The One Big Beautiful Bill Act will boost the number of filers who must calculate their AMT. But that doesn't mean they're all going to have to pay it.
October 20 -
Starting next year, more households will need to calculate or pay the AMT. The rules are complicated. Here's how financial advisors can prepare themselves — and clients — for the changes.
October 20 -
The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that service, according to an expert.
October 14 -
Whether your accounting firm should dictate what software a client will use depends on the context of your services and their needs.
October 14 -
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Having an essentials-only technology footprint doesn't mean you can't leverage it strategically.
October 10 -


















