Practice and client management

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.

Mariel Diaz's accounting practice is custom-made for her exclusively jewelry-industry clients.

The Top 50 Firm based in Cleveland is the latest to receive a private equity investment, in this case from Lovell Minnick Partners.

The global professional services firm founded by a group of former Arthur Andersen partners has attracted influential economists to its advisory board.

CPAs and accounting firms live (or die) by calendars and clear communication, with regular deadlines dictating their activities and priorities.