Latest Articles

June 2, 2022 

Workflows are a vital part of every business. Without them, teams would struggle to get things done on time and consistently. When properly organized and managed, workflows help your team complete tasks and projects more efficiently.

June 2, 2022 

The internet is saturated with inspirational quotes and sayings about achieving success. Type in “success meme,” and you have hundreds of thousands to choose from. But there’s one saying that’s been around for decades (at least) that still carries a ...

Jeannie Ruesch

June 2, 2022 

How can a small business owner pass an interest to heirs without triggering a significant estate tax bill? Despite generous tax breaks, there still may be obstacles to overcome, especially with the estate tax exemption scheduled to be cut in half in ...

June 2, 2022 

Traditionally, when companies needed financing for growth, they chose between either raising debt or equity. Equity fundraising is, of course, dilutive, which isn’t a good fit for everyone—or even possible, given venture capital has historically ...

June 2, 2022 

Inflation was the top concern of business executives for the third straight quarter, with labor costs seen as the main driver. Salary and benefit costs are now expected to increase at a rate of 4.4%, higher than at any time since before the ...

June 2, 2022 

Pros on the Move is a round-up of recent promotions, hires and staffing news in and around the tax and accounting profession.

June 2, 2022 

The June 6-9 event, available virtually or in person at the Aria Resort & Casino in Las Vegas, is sponsored by the American Institute of CPAs (AICPA) and the Chartered Institute of Management Accountants (CIMA).

June 2, 2022 

Though data analytics will be used more broadly in the future for everything from auditing to financial planning, mastering data analytics is still a work in progress. Before data analytics can be effectively used, partners and staff must develop the ...

Mary Girsch-Bock

June 2, 2022 

Depending on your situation, you may use sophisticated estate planning techniques, such as the use of various inter vivos or testamentary trusts, to reduce your family’s exposure to federal estate tax. However, another simpler tool still provide ...

June 1, 2022 

Employers consistently misclassify workers, which could land them in big trouble with state and federal labor departments, resulting in heavy fines and possibly having to compensate workers for back pay and benefits.

Nellie Akalp

June 1, 2022 

The leadership of small to mid-sized accounting firms need to gather their teams and listen carefully. This is not a one size fits all situation and firm leaders must identify what works best for them. A collaborative conversation between managers and ...

Ernie Villany

June 1, 2022  Sponsored

Your firm probably relies too much on tax season for revenues. That’s means you’re taking on too many clients and piling too much work on your employees.