Business development

With offices closed, and staff and clients scattered, maintaining relationships (and sanity) can be hard.

Chuck McCabe of The Income Tax School explains the art of getting selected for a media story.

The exit of David Knoch is the latest change at the growing and rapidly pivoting tax-focused IBD formerly known as HD Vest.

As the trusted advisor, you need to assume the role of the point person, or integrator.

Marketing directors and partners at accounting firms share the same goal: advancing the firm’s brand and helping it achieve specific growth and profitability targets.

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

Start 2020 by firing yourself as the boss, CEO or managing partner. Then rehire yourself. As the new, CEO what would you do to justify the confidence you had in you?

How about a “Christmas” letter about your practice, describing how you did professionally, what you wish you had done and what you now resolve to do next year?

Today’s complex and highly integrated business environment often requires multiple stakeholders to take part in decision-making.