Practice and client management

Accounting firms with financial planning practices need to differentiate themselves from the many other players in the space.

State doings; Medicare won't wait; the wayside; and other highlights from our favorite tax bloggers.

The traditional firm model revolves around tax, audit, accounting, advisory and financial services, and it's been that way since the 19th century.

Long-term growth should be dealt with as an essential part of leadership of an accounting practice.

James Moore & Co. tackles the increasingly complex financials of college athletics.

The idea of employing a project manager was inspired by the clients with whom we work.

Mindset and culture are paramount when it comes to winning at change.

If you take a proactive approach, you can reduce the inevitable hiccups that never seem to end.

Jason Girzadas will take the helm, succeeding Joe Ucuzoglu, who is becoming CEO of Deloitte globally, while Lara Abrash will serve as chair of the board.

Much of the current focus is on the environmental aspect of ESG, but the social and governance aspects will be just as important.

There are 145 tax, practice management and personal tip checklists and a Getting Your Affairs in Order Tool Kit with 25 added checklists updated for this tax season and 2023.

A former deputy governor of the Bank of Canada says that there are inherent governance challenges that come with the cryptocurrency sector that must be addressed.

When you're trying to figure out how to deliver more value to clients so you can charge them higher fees, there's a new standard.

The licensing debate; IRIS AWOL; donating crypto; and other highlights from our favorite tax bloggers.

In this first of a series of articles, Gene Marks looks at the data that heralds a massive growth in business sales in the near future.

At in-depth look at the ins and outs of this increasingly prevalent partnership option.

The Internal Revenue Service has been steadily ramping up its enforcement of partnership tax compliance.