Practice management

There are 178 checklists for tax season, practice management and personal tips, plus a Getting Your Affairs in Order Tool Kit with 27 additional checklists.

As ways of communicating proliferate, it's more important than ever that you be ready to meet clients, prospects and potential employees where they are.

Armanino elevates 16 to partnership; Blue & Co. appoints next CIO; and more news from across the profession.

Plus, Prismatic launches multi-entity business solution with blockchain-like technology; and other accounting technology updates.

Angie Grissom and August Aquila debate whether you can make a strong leader out of an ordinary person, or are there certain innate traits that simply can't be taught?

The superstar player's decision to push back his record-breaking pay intrigued planners who pointed out a bevy of wealth-related questions.

A client resource hub is a dedicated section of your website that serves as an easy-to-skim central repository of information for your clients.

Global fee income for accounting and audit services increased 15% to $3.6 billion, while RSM's tax revenues jumped 17% to $2.6 billion.

The Federal Trade Commission issued an order forbidding Intuit from describing its TurboTax software as free in any of its promotional materials unless the product is free for everyone.

MahoneySabol merged in Giamalis; and Wagner, Duys & Wood combined with Kaplan Company to form Wagner, Kaplan, Duys & Wood, LLP.

The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.

The firm's annual State of the Firm event was attended in person by 1,500 Withum'ers and virtually by almost 1,000 Withum team members.

Managing employees can be a major roadblock for growing businesses, but PEOs can help, and ADP's Kristen Appleman explains how they work and when they might be a good fit.

The fast-growing international network formed by former partners from Arthur Andersen has expanded to San Diego.

The accounting profession is undergoing significant changes due to the rise of artificial intelligence and automation.

Citrin Cooperman, a Top 25 Firm in New York, has acquired Mibar, a business software consulting firm also located in New York.

A Dallas-based private equity firm is looking to expand its presence in the accounting sector in partnership with a Kansas-based firm it invested in last year.

The TAMP developed its new tools after consulting with a group of financial advisors on the design and functions.

A set of surveys has found that businesses are highly optimistic about the ability for generative AI to drive profits, but they're highly pessimistic about the wider social effects.

The Connecticut-based financial advisory firm has added a CPA firm, as well as a registered investment advisory firm.