Practice and client management

The vice president of state board relations will succeed Ken Bishop on Aug. 1.

We're witnessing the evolution of the "new firm."

Optimizing your presence online can maximize the reach of your client advisory services practice — and all your other practices, as well.

Turns out clients are as mistaken about tax preparers as they are about taxes.

Lindsay Stevenson's transformation team drives innovation for Top 50 Firm BPM

Podcasting is the new blogging. Everyone's doing it, and you should, too, right? Not so fast.

Experts say that busy entrepreneurs often miss incentives and advantages available to them. Financial advisors and tax professionals can give them a nudge.

Tax season is the best time of the year for memorable on-the-job experiences.

Consultant Geraldine Carter explains why it's not the hours you work that matter, but what you and your clients get out of them.

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.