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10 forward-looking tasks that will help you provide optimal services for your clients. Continue Reading

Why is advisory a mystery? The need for clarity is embedded in the different lenses through which the profession can view advisory services opportunities. Continue Reading

Take a holistic approach to your clients' financial plan using insights from their personal financial affairs. Continue Reading

A 2020 report suggests that there is a considerable demand for client advisory services (CAS). Here's your guide to assessing whether CAS is a good fit for your firm. Continue Reading

You might have business-owning clients who are using or thinking about using cryptocurrency in their business transactions, and these clients will need your expertise to deal with crypto tax compliance and to make strategic moves. Continue Reading

While hiring family members can present some potential drawbacks, the practice can also yield strong benefits. Here's how you can advise clients before they choose to hire a relative. Continue Reading

Communicate the benefits of the mark-to-market election. Continue Reading

Some might argue that accountants have been told to prioritize technology if they want to achieve success, and that this has come at the expense of the people they work with. Here's why building the right team is crucial to offering non-tax advisory services to SMBs and stepping outside your box. Continue Reading

Without careful planning, even farmers with small estates may find themselves subject to Oregon's estate tax, warns Paul Neiffer, CPA, of CliftonLarsonAllen LLP. Continue Reading

After decades saving for retirement, transitioning to spending down savings can be a huge shift in mentality for retirees, and one that many may look to their CPA financial planner for assistance in planning. Continue Reading