Practice and client management

Oak Street Funding, a First Financial Bank company that specializes in loans to CPAs, said it is doubling the lending limit for customers to support mergers and acquisitions, successions, technology investments and growth-focused initiatives at firms.

Whether you’re talking to one person or a board of directors, you want to bring your facts and figures to life.

This acronym highlights the mindsets, skill sets and tool sets that firms need to master to successfully transform.

The IRS reaches north; no questions asked on the Mars minis; new on the block; and other highlights from our favorite tax bloggers.

Rhonda Clark, the previous association manager at the Association for Accounting Marketing, will begin her new role Jan. 1, 2022.

Clients who demand a lot of time with constant calls about proposed transactions may need a special way to handle the billing for them.

The Internal Revenue Service is giving victims of Hurricane Ida in some parts of Mississippi until Jan. 3, 2022 to file their individual and business tax returns, although the Nov. 1, 2021 deadline still applies to the rest of the state.

One of the biggest areas of friction between CPAs and their clients is in the area of document sharing. Here are some solutions.

Many of our clients pay us for the deliverables they must have, but they retain us because of the unspecified extras we give to them.

The International Ethics Standards Board for Accountants has released its 2021 Edition of the Handbook of the International Code of Ethics for Professional Accountants, including International Independence Standards.

Economic development credits and incentives programs traditionally are applied to two areas: new investment and new jobs.

The institute is highlighting the work it’s been doing to improve ethics for accountants, while acknowledging that more needs to be done.

The Internal Revenue Service has been extending tax relief to Americans affected by natural disasters like hurricanes and wildfires, but recent legislation could make it easier to qualify for federal tax relief.

Clayton, Dubilier and Rice is acquiring PwC’s Global Mobility Tax and Immigration Services business; Sikich is buying PA Group USA; and Withum is merging in MM&Co.

For a practice to be elevated into a business, it needs someone at the helm to steer that ship.

Don’t be afraid to say, “This is what I would do if I were you.” That’s why they pay you.

As the conversations around advisory keep getting louder, firms will need to figure out how they want to fit into this movement.

Even with no desire to sell or end the business, planning can present a way the owner could exit on their own terms.