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Disengaging is typically thought of as unpleasant, but disengaging can be a practice management tool that increases firm profitability and creates a better situation for both the CPA and the client. Continue Reading
While it is inexpensive for a lawyer to serve a subpoena, it is expensive and labor intensive – particularly for professionals like CPAs – to respond to them. Fortunately, with a little work on the front-end, professionals like CPAs can be better prepared to respond to subpoenas. Continue Reading
CPA firms are often uncertain about whether or how to respond to a subpoena, as they also need to comply with a number of rules and regulations that are intended to protect client confidentiality. The following Q&A focuses on understanding the nature of subpoenas and how CPA firms can minimize their professional liability exposures when responding to them. Continue Reading
The subject of disengaging is typically thought of as (at best) unpleasant, but disengaging can be a practice management tool that increases firm profitability and creates a better situation for both the CPA and the client. Continue Reading
Some of the warning signs of elder financial abuse and what CPAs can do to act on behalf of clients when necessary. Continue Reading
The changes brought by the pandemic have made accountants a trusted resource for many taxpayers, but have also exposed the CPA to additional risk. Continue Reading
How does the First Amendment apply to an employee's rights in the workplace, and how can employers effectively handle situations regarding freedom of speech? Continue Reading
Follow these tips to manage and avoid problems regarding billing and collection practices. Continue Reading
Advice for CPA firms receiving requests from lenders for creditworthiness verifications for clients who had requested Paycheck Protection Program (PPP) loans. Continue Reading