Practice and client management

There are advantages to an extended (but carefully scheduled) tax season.

Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.

Accounting needs to evolve in order to face a new reality.

Plus, Xero goes from $113 million loss to $175.9 million profit; and other accounting technology news.

Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.

Barriers keep CPAs, attorneys, financial advisors and brokers from communicating effectively for their client's benefit — and the benefits of collaboration are significant.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

The long-time head of the AICPA — and one of the foremost leaders of the profession — will step down on Dec. 31

The Big Four firm will assist the Committee of Sponsoring Organizations and the National Association of Corporate Directors in developing a corporate governance framework.

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

Strategic planning meetings and retreats for the firm should be free of distractions to be successful.

A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.

Partly in response to the talent crunch, CFOs are reaching for digital platforms to automate, streamline and spare the highest-value talent for highest-value work.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

A lack of partner alignment and accountability can get in the way of creating sustainable change.

As the cornerstone of the "Return on Relationship" methodology, a holistic financial plan unlocks a deep and meaningful understanding of a client's personal and business realities and goals.

The Top 100 Firm has been increasing its workforce and footprint despite talent shortages, growing 17% in the first quarter of the year.

The book tells the story of how Ed Mendowitz became a CPA, built his practice and shares many successes and some disappointments.

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.