Stay up to date on what's happening!
Clients sometimes ask their CPA to assist them with human resources-related matters, such as assisting with the recruitment of a new CFO, or with “redesigning their accounting department.” Here’s how to avoid some of the pitfalls in such scenarios. Continue Reading
Helping your tax clients get the most out of their tax situation could come down to making smart investments choices. Learn how to keep your clients on track by avoiding common investment mistakes. Continue Reading
Special needs trusts are a valuable planning tool for families that include a person with a disability. Here are tips for successfully managing this kind of trust by coordinating a team of professionals, planning for the future and helping clients navigate public benefits. Continue Reading
Relationships with the right professionals help CPAs provide the best possible service to their clients. Continue Reading
Technical knowledge is important, but soft skills and empathy are ultimately what separate the best financial advisers from the rest. Advisers must ask the right questions so they can uncover which issues matter most to their clients. Continue Reading
Millennials are influencing marketing trends, technological advancement, politics, travel and food. And they are affecting your tax firm — even if you don't realize it yet. Continue Reading
Consulting services can gain traction faster when your firm instills advisory skills in all client-facing professionals. Continue Reading
Helping clients plan their own funerals can ensure their wishes are carried out and reduce stress for family members at a difficult time. Among the factors to consider are cost, method of burial and funeral home preference. Continue Reading
Legalized cannabis is a fast-growing industry, but providing services to cannabis businesses carries risk for CPA firms. Here are factors to consider related to this practice area. Continue Reading
The House has voted 417-3 to pass the Setting Every Community Up for Retirement Enhancement Act of 2019, which would make changes intended to encourage Americans to save for retirement. Major provisions include removing obstacles to small businesses offering retirement plans and making it easier for plans to offer annuities. Continue Reading