Practice and client management

Firm owners looking at succession must look at future state needs, not just current ones.

U.S. executives are shifting to long-term U.S.-focused strategies to deal with the first months of the Trump administration, according to a survey by PwC.

The Committee of Sponsoring Organizations of the Treadway Commission and the National Association of Corporate Directors released an exposure draft of their Corporate Governance Framework.

SALT and the bill; digital taxes worldwide; retaining clients; and other highlights from our favorite tax bloggers.

Practitioners are working to get clients in line so they can fulfill IRS requirements to prove their clients qualify for particular credits.

Firms can benefit when more partners have an administrative assistant to help with their work.

The fastest-growing accounting firms spend twice as much on their marketing budget than all other firms, an AAM study finds.

Top 100 firm BMSS announced an investment in Knuula, an engagement letter and client documents software provider. The investment came after implementing Knuula themselves over the past year.

The growth from 2015 to 2025 in revenues at the Top 100 Firms was 125% and in total personnel 113%.

The Association for Accounting Marketing recognized five individuals and bestowed 16 firm awards for excellence in the field.