Practice and client management

The next generation of the ultra-rich say they're ready for succession. The executives responsible for managing families' fortunes aren't so sure.

Scheduled for May 8-10 in San Diego, this premiere event will teach firms how to rethink their business model, launch new services and leverage new technology to build a 21st century practice.

Public accounting is a profession, but it is also a business, and as such we need to keep the bottom line in mind.

Just like the ballet, every interaction with a client is a performance.

And client portals are a central part of their strategy for making it easier to share information back and forth.

There are several ways that firms and their thought leaders can increase online visibility and off-page search engine results.

Clients are increasingly demanding a more technologically-connected practitioners who is well-versed in digital communications and security.

A role that once squarely focused on financial performance management now includes ever-growing operational responsibilities.

Is our profession heading toward a gig economy?

Accounting's most influential share whether they would make the same choice to enter the profession today.

As part of this year's Top 100 Most Influential People survey, Accounting Today asked, "If you were a young person starting your career today, would you pursue the same career? Why or why not?"

Business executives are anticipating a number of risks in 2023.

A roundup of strategies, tactics and just plain interesting thoughts for accountants from CPA.com's DCPA 2022 conference.

The National Association of Enrolled Agents is urging the Internal Revenue Service to use its increased funding to fix the Practitioner Priority Service.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.

The Institute of Internal Auditors sent a letter to lawmakers urging them to set new requirements for crypto exchanges in the U.S.

Marcum LLP, a Top 20 Firm based in New York, has added E. Cohen and Co., CPAs, a Regional Leader firm in Rockville, Maryland.

As part of this year's Top 100 Most Influential People survey, Accounting Today asked, "What is the most important issue currently facing the accounting profession?"

The Top 25 Firm's major merger with Friedman brought it a host of new engagements.