Practice and client management

The tools, techniques, strategies and relationships you need to embrace to expand into advisory services.

New financial planning questions on the accounting exam could attract more young people and encourage current practitioners to explore the burgeoning ties between the fields.

The truth that most things are writ in water may as well be carved in stone.

Learn how to get more referrals from existing clients who are truly happy about their relationship with you.

Daniel Dustin, the current vice president of state board relations, will succeed Ken Bishop on Aug. 1.

We're witnessing the evolution of the "new firm."

Optimizing your presence online can maximize the reach of your client advisory services practice — and all your other practices, as well.

Turns out clients are as mistaken about tax preparers as they are about taxes.

Lindsay Stevenson's transformation team drives innovation for Top 50 Firm BPM

Podcasting is the new blogging. Everyone's doing it, and you should, too, right? Not so fast.

Experts say that busy entrepreneurs often miss incentives and advantages available to them. Financial advisors and tax professionals can give them a nudge.

Tax season is the best time of the year for memorable on-the-job experiences.

Consultant Geraldine Carter explains why it's not the hours you work that matter, but what you and your clients get out of them.

After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.

Firms have to cut the cord tethering them to the compliance work of old.

PricewaterhouseCoopers US is realigning its organizational structure across three lines of service — Assurance, Tax and Advisory — starting in July.

Ernest John Nedder, a partner and chief strategy officer at RSM US, will be the next CEO of the RSM International network, succeeding Jean Stephens on June 1.

Some remote partners act as a beachhead in new markets, allowing access to clients far beyond a firm's local geography.

There are just three things clients want to know at tax time, and video summaries can provide the answers.