Practice and client management

Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.

Jubilant specializes in implementing and supporting human capital management, payroll and workforce management systems.

The more innovative insights you provide, the sooner you will become recognized as a thought leader and have your ideas sought out.

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

Over half of accounting and tax firms plan to increase fees across all services in 2025, according to a new survey.

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

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.

Most accountants have just completed their tax season for last year's returns and are probably not thinking about their next tax season. But they should.

When faster, cheaper, and better may not always be the best.

The Allinial Global president and CEO will be succeeding longtime chief Barry Melancon, who is retiring at the end of this year.

If you don't report, you can't measure what was successful, and — equally as important — what wasn't.