Resources

Accountants Confidence Index — June 2018

With tax season in the rearview mirror, the Accountants Confidence Index edged back up after two months of decline.

Sponsored by ADP
Special Report 2018 Wealth Magnets: The Top 150 CPA Firms by AUM

2018 Wealth Magnets

Sponsored by HD Vest
Tax reform and transfer pricing

The Tax Cuts and Jobs Act will require major rethinking of this international strategy, according to Clayton & McKervey principal Alex Martin.

Sponsored by Kabbage
Looking for the Wealth Magnets of the future

Finding the next generation of planners (and clients) and the implications of tax reform top the agenda for advisors.

Sponsored by HD Vest
Technology and firm growth

IT has moved from a back-office concern to a key component of a firm’s future success, says consultant Gale Crosley.

Sponsored by Kabbage
Differentiating your firm

In today’s market, it’s crucial to stand out. Inovautus Consulting’s Sarah Johnson Dobek offers some valuable advice on that front.

Sponsored by Kabbage
Web Seminar Web Seminar CECL: A tactical view of the transition

The initial phases of CECL implementation is underway.

Sponsor Content from SAS
Predicting the future for your clients

It turns out you can predict the future: MACPA’s Tom Hood shares the secrets of the “Anticipatory Organization” in this episode.

Sponsored by Right Networks
Accountants Confidence Index — May 2018

The Accountants Confidence Index edged downward as tax season came to a close.

Sponsored by ADP
Financial planning by generation

U.S Wealth Management’s John Napolitano breaks down how you should serve your older, middle-aged and younger clients.

Sponsored by Right Networks