Practice and client management

Joe Woodard makes the case that it's accountants who need to change their ideas around value, not clients.

To maintain steady organic growth and decrease time to value, financial leaders must implement effective response strategies.

At the BDO Alliance's Evolve conference, leaders in the profession lay out the highs and lows of the current moment.

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

Jody Padar prides herself as a disrupter and rightfully so, especially in her new book.

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

Plus, Estateably touts new accounting tools for estate planning; and other accounting tech news and updates.

Financial leaders need to set clear goals and timelines, explore ownership transfer options and conduct a comprehensive business valuation.

What accounting firms can learn from Chick-fil-A and Maya Angelou.

Welcome, 1099-DA; moving out and moving on; not all CRM is alike; and other highlights from our favorite tax bloggers.