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The second article in a two-part series outlining general considerations for a buy-sell transaction for a CPA firm. This first part examines the transaction from the seller-perspective. Part two focuses on the buyer's perspective. Continue Reading
This is the second article in a two-part series that outlines general considerations for a buy/sell transaction for a small business or CPA firm/practice. Part I, in Winter 2022, examined the transaction from the seller’s perspective, and Part II focuses on that of the buyer. Anyone contemplating purchasing a firm or involved in mergers and acquisitions (“M&A”) transactions will find some benefits from the information presented Continue Reading
Without careful planning, even farmers with small estates may find themselves subject to Oregon’s estate tax. Continue Reading
Get to know your new Board Chair as Geoffrey Dougall, CPA takes the helm of the 2022-23 OSCPA Board of Directors. His term began April 1. Continue Reading
Learn the do's and don’ts of writing engagement letters that will improve your client communications and protect your firm from litigation. Continue Reading
Environmental, social, and governance (ESG) reporting is at the top of many business leaders’ minds, but lack of formal regulations may make meaningful transformation a challenge. Continue Reading
In this sidebar to "Engagement letter essentials," learn about additional factors when crafting engagement letters, such as creeping engagement, insurance coverage, and retainers. Continue Reading
The first article in a two-part series outlining general considerations for a buy-sell transaction for a CPA firm. This first part examines the transaction from the seller-perspective. Part two focuses on the buyer's perspective. 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
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