Client strategies

You didn’t like that old job much anyway.

The coronavirus pandemic changed the game for everyone, but we’d be missing the beat if we didn’t take a minute and look at the opportunity for growth.

Clients’ expectations are constantly shifting, and that’s never been truer than in recent months with the COVID-19 pandemic sending businesses into a state of uncertainty.

Effective tax management can add 1% percent to a portfolio annually, and potentially more in highly volatile years

It’s not hyperbole to say that the COVID-19 pandemic has affected every aspect of the way we do business, and many of the changes are far from temporary.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

Success in this landscape requires a different mindset and a new approach.

If you've ever considered transitioning to a virtual model, now is a golden opportunity — but it should be done right.

We need to excite clients, potential clients and staff. For this, we need marketing skills.

Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching return to look at external issues that the coronavirus pandemic has raised for accounting firms in terms of dealing with clients, revamping services offerings and more.