Practice and client management

The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.

Finding talent tops the profession's concerns, according to a new report from the Massachusetts Society of CPAs.

The International Ethics Standards Board for Accountants plans a standard-setting project on accounting firm culture and governance in response to a new report.

These nine steps can help you transform your firm's culture by starting with small, intentional changes that challenge fixed thinking patterns.

Rochester, New York-based Insero Advisors has received a strategic investment from Rallyday Partners, to accelerate the firm's growth.

The software developer says the line reflects its commitment to providing small businesses and their advisors with the tools, insights, and connections they need.

A Tax Court ruling that limited partners in an investment manager must pay Uncle Sam could cause some restructuring across the industry, an expert said.

More firms are creating alternative paths for employees who want to excel, but who don't want to "sell their soul to the firm" in order to make partner.

Caseware announced that it has appointed David Marquis, a five-year Intuit veteran, as its new CEO.

Lawsuits before the Supreme Court and in lower federal courts across the country could further reduce enforcement powers at the IRS and the SEC this year.

Delivering an invoice for any service, including a tax audit, is a marketing activity, and it cannot be assumed that the client understands the value.

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.