Practice and client management

My practice continuation tool kit has a sample purchase agreement with explanations of each step of the process.

While accounting leaders were shepherding their firms through a global health and economic crisis this year, their employees were watching closely.

The American Institute of CPAs has received an increasing number of questions on sustainability assurance engagements.

The IRS has pushed back filing and payment deadlines for affected taxpayers.

It’s not hyperbole to say that the COVID-19 pandemic has affected every aspect of the way we do business, and many of the changes are far from temporary.

The profession should use its high levels of partner compensation to help counter its high levels of turnover.

The Internal Revenue Service introduced a section of its website dedicated to the Centralized Partnership Audit Regime.

Tax Rep LLC has created a new CTRC designation for tax practitioners.

There are no undergraduate and very few graduate courses on advising clients that want to sell their business or who want to buy a business. When I started my career, there were no CPE courses either.

Mowery & Schoenfeld is merging in Xamin, a provider of managed IT services, and Westberg Eischens has acquired Robert F. Danielowski’s accounting firm.

The surge in remote work has quickly created demand for a new set of skills for accountants.

Business development is the lifeblood of any professional services firm, or any organization that sells anything for that matter.

As if marketing an accounting firm wasn’t challenging enough, throw in COVID-19 along with political, social and economic upheaval, and you’ve got a challenge for the ages.

The novel coronavirus pandemic led to a transition from employer-provided meals to food delivery services arriving at employee homes, as workers all but eliminated their travel expenses, according to a new report.

I am a strong proponent of partner retreats and offsite meetings.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

The vast majority would still recommend their preparer, however, according to a new survey.

To get started building your team of entrepreneurs, consider some “assembly instructions.”

When it comes to working from home, people’s thoughts automatically turn to Zoom. But there’s another game-changing tool that’s rapidly gaining traction in the telework arena.

Financial execs take wait and see approach amid coronavirus uncertainty