Stay up to date on what's happening!
With the digital age, fourth industrial revolution, pandemic and remote virtual workplace, CPAs must hone in on strengths, mitigate weaknesses, and adapt to change, all while providing value-adding, forward thinking, real-time information. Continue Reading
Death of a family member is a time of grief, especially if the family member is a parent. Learn how to reduce strife during the wealth transfer process. Continue Reading
Ways for CPAs to be better prepared for difficult conversations with businesses and individuals that are facing bankruptcy. Continue Reading
A new year offers a chance for a new start with clients. Continue Reading
An annual update covering trust and gift tax issues, including regulations explaining deductions permitted for trusts and estates after the TCJA eliminated miscellaneous itemized deductions for individuals. Continue Reading
Evolving market conditions are causing client expectations to change, leading to new business models favoring non-hourly fee structures, diversified services bundling and greater industry specialization. Continue Reading
A few minor changes can dramatically improve the way you appear to clients and colleagues. Continue Reading
Many CPAs will miss the opportunity to engage in exit planning and provide greater value to their clients because they lack the skills to assist them. Continue Reading
CPAs can help clients take advantage of the opportunities that come with a downturn. Continue Reading