Practice and client management

The more innovative insights you provide, the sooner you will become recognized as a thought leader and have your ideas sought out.

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

Over half of accounting and tax firms plan to increase fees across all services in 2025, according to a new survey.

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

In the intense war for talent, more and more firms are calling themselves a family. That can be dangerous.

Your clients have options, and the experience you offer can make and keep you the clear choice.

Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.

Tax season is about providing superior, high-value services to clients. That means doing everything necessary to make the experience working with you pleasant.

Private equity comes with a great many questions; Bob Lewis offers answers and valuable advice for accountants looking at this major trend.