Practice and client management

Baker Tilly names chief growth officer; Marcum and KPMG release surveys; and more news from across the profession.

A group of lawmakers has urged the IRS to drop the mandate to follow stringent ID.me standards.

An updated, funded buy-sell agreement can allow a surviving partner to maintain sole control of the business if one of the owners or partners were to die prematurely or become disabled.

Creating unique, clear and meaningful names for your offerings sets your firm apart from competitors and communicates value more effectively to clients.

Whether it's a toxic client, a rogue partner, or an uncooperative superstar employee, high-stakes scenarios inevitably have a negative impact on the firm.

Communications between you and your clients can contain sensitive information that neither of you would want distributed to others.

Too many accounting firms are relying on outdated or inappropriate data to measure their success, says Sarah Dobek.

Whitman Transition Advisors launched two new teams focused on talent solutions and profit strategies.

Fish are literally jumping into the boat these days, and accounting firms need to ensure that they get the best possible catch.

Rapper Fat Joe's 2022 lawsuit accused a former BDO employee of using his accounts and credit cards to withdraw thousands of dollars in cash.