News

The dos and don'ts of self-directed IRAs. Continue Reading

The NCAA recently granted student-athletes the right to profit from their name, image, and likeness (NIL). Here’s how CPAs can help clients navigate their personal NIL business. Continue Reading

With the Build Back Better bill currently on at least temporary hiatus, practitioners at year’s end are in a holding pattern regarding the need to ”bone up” on new legislation. Continue Reading

Client advisory services as a service offering is an increasingly key part of a successful firm’s growth strategy. Continue Reading

With the looming threat of legislative change expected to drastically lower the estate and gift tax basic exclusion amount, the pressure to make large gifts before year end is causing a flurry of gifting. It is important to consider some of the less-obvious gifts when you are advising clients on transferring their wealth. Continue Reading

Learn how to perfect client communications when presenting financial planning documents, tax opinions, or other deliverables. Continue Reading

Amid the COVID-19 pandemic, staying informed about life insurance strategies with trusts and estates is critical. Here are 4 estate planning tips to help you preserve your clients' assets. Continue Reading

Ransomware attacks are one of the fastest-growing methods of cyberattack in the world. Protect your data from ransomware attacks to preserve clients' trust and to save yourself time and money. Continue Reading

As the end of the year approaches, your client's attention toward financial matters may wane. However, CPAs and other accounting professionals must keep clients on track to meet important year-end deadlines. Continue Reading

Launching a new service, such as advisory, for your accounting firm can be scary, but if you’re seeking out new customers, it could be one of your best options. Reconciled’s Michael Ly explains. Continue Reading