Practice and client management

IFAC and FASB both appoint and reappoint board members; RSM raises $4.7M for nonprofits via Power of Love program; and more news from across the profession.

Jason Drake will be taking the helm next July and hopes to grow it into a $2 billion firm.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

While the vast majority of firms said they have branched into that area, the results suggest they may be missing part of the business opportunity.

While it initially garnered attention for its creative applications in content and image generation, the true potential of generative AI lies in its ability to unlock new ways of thinking in the business world.

Having a large number of positive reviews can often make the difference between winning new clients or not.

Have you ever looked at the websites of the top five CPA firms in your market and observed what similar services they provide?

Planners and their clients can use the annual cost-of-living adjustments as a helpful reminder to consider tweaks to retirement savings and strategies, experts said.