Practice and client management

Regular reviews can determine whether a life insurance policy is performing according to expectations and meeting the client's current financial objectives.

The Association for Accounting Marketing is accepting nominations for its annual awards, including its new Business Developer of the Year award.

IRIS expanded its IRIS Firm Management solution with enhanced document management capacities. It has also introduced a centralized Customer Success function.

You need to offer more services to your current clients and then to new clients.

The worsening talent shortage and new policies from the Internal Revenue Service top the list of the stories our readers flocked to.

Foreshadowing TCJA talk; BOI ping-pong; rightful claims; and other highlights from our favorite tax bloggers. 

In the realm of client accounting services, improvements in one area — travel and expense management — can have an outsized effect on maximizing efficiency for firms.

The No. 1 state effectively charges 1.88% on the value of a residence, according to a realty firm's analysis of a frequent and growing concern among clients.

Evaluate your accomplishments this year and see how to build on them.

Here's the right way to help them lean into risk.