Practice and client management

As clients age, accountants and advisors need to be ready to help them and their families handle the issues surrounding their eventual decline. U.S. Wealth Management’s John Napolitano discusses how, and why it’s more important than ever.

When CPA firm leaders are in discussions to merge with another firm, the conversation at some point turns to the importance of staff retention and engagement over the short and long term.

How a firm gets its first dollar will be very different from how it gets its first million.

The Sustainability Accounting Standards Board has overhauled its board structure, adding a nine-member SASB Standards Board, overseen by the SASB Foundation board of directors.

The patent-pending, cloud-based GRC platform manages five major business governance activities.

A group of CPAs talked about the changes they are seeing in today's firms.

Art Kuesel presents eight, post-busy season questions to help deepen firm relationships with patrons.

I think branding is very important. Everyone and every business has a brand. Inattention to branding creates a brand that might not be what you would like, but nevertheless you will have a brand. Branding needs deliberate attention.

Of all the obstacles to success in accounting, accountants' own fears may be one of the most important. Consultant Phil Whitman discusses the many ways the profession gets in its own way -- and how to overcome them.

The Internal Revenue Service is planning June 18 as the tentative date for moving its e-Services platform to what it promises will be more secure and modern technology.

A new report finds Deloitte ahead of other Big Four firms in the global market for “digital transformation” services.

The professional education group aided more than 240 CPA hopefuls with their annual Newton D. Becker honors.

I write a lot about a lot of things. On technical topics I never get negative feedback—unless I wrote something wrong, which fortunately has been very rare, and then it is a gentle nudge that perhaps I overlooked or misread something.

Worthwhile partner gatherings require accountability, organization and discipline.

With April 18 in the past, tax practices should start assessing their performance.

Uber and Amazon may be the models for the tax preparation process of the future, according to Keith Alessi, the former Jackson Hewitt chairman and CEO who recently joined the board of upstart tax prep franchiser Happy Tax.

Getting partners to transition toward retirement as they approach the firm’s retirement age is a problem facing many CPA firms, and its implications are far-reaching.

Firms need to start making the most of those who make them the most.

The Trump administration’s proposal to slash the tax rate on partnerships and limited liability companies could set off a stampede of individual taxpayers trying to reclassify themselves as so-called pass-through businesses in order to take advantage of the savings, according to tax experts.