Practice and client management

The International Ethics Standards Board for Accountants decided to move ahead on a project to update its International Code of Ethics for Professional Accountants.

RSM Mexico will join RSM's transatlantic platform with entities already in the U.S., the U.K., Canada and Ireland, as well as teams in India and El Salvador.

The Regional Leader based in Wayne, Pennsylvania, received a strategic growth investment from Madison Dearborn Partners and co-investor Norlantic Capital.

Here are 10 tactics for transforming your client's return from a compliance document to a planning and business development tool.

The Council brings leading public accounting firms together across the country to provide greater awareness of the noble mission of the USO and raise funds.

What exactly does the 'Year of the client' mean, and how can CPA firms deliver on the client-centric promise?

For the 2026 Top Firms by Assets Under Management, managing the growth of their own practices is as much a challenge as growing their clients' wealth.

A presentation by Succession Resource Group shares the key pitfalls to avoid for RIAs seeking to create succession plans and recruit financial advisors.

Anthony Sciarra, a tax leader at PricewaterhouseCoopers, is joining Armanino's tax practice as the San Ramon, California-based firm continues to grow.

Accountants don't have to wait for a major catastrophe to act on governance and oversight of AI as the systems become more enmeshed in workflows and decisions.

Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.

Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.

Centri Business Consulting plans to use a $20 million credit facility from Citizens Financial Group for acquisitions and talent.

AI governance is awaiting its Ferdinand Pecora, counsel to the Senate Banking Committee in the 1930s, who built the evidentiary foundation for every protector system that followed.

Jim Bourke of Withum lays out why CAS is a crucial foundation for highly profitable advisory services.

As the only publicly traded firm with a meaningful operating history, the CBIZ story merits honest assessment.

The Uniform Partition of Heirs' Property Act helps families avoid forced property sales in at least 24 states, according to a study sponsored by JPMorgan Chase.

The AAM is rebranding itself as the Association for Accounting Growth, reflecting the profession's evolution and association members' expanding responsibilities.

As affordable accounting services become the new standard, the key to thriving will be brand affinity, loyalty and admiration, starting with client experience.

The discourse surrounding the future of accounting has largely centered on automation, AI and digital transformation. Yet many firms face a more immediate issue.