Practice and client management

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.

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.

Sovos announced the launch of Sovos Indirect Taxes, which features e-invoicing capacities and integrates with over 70 ERPs and transaction management systems.

At a time when resources are scarce, it makes sense to identify clients that represent the highest potential for the most profitable firm revenue growth.