Staffing May 7, 2026
What Top Accounting Firms Hire for in 2026: 5 Key Skills Defining the Next Generation of CPAs
As teams become more complex and technology-driven, project management is emerging as a critical skill beyond CPA training alone.
June 2, 2022
How Data Analytics Can Streamline Your Firm
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 ...
June 2, 2022
To File a Gift Tax Return or Not to
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
2022 Independent Contractor Update
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.
June 1, 2022
Is Your Firm at the Crossroads of Change?
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 ...
June 1, 2022 Sponsored
Smart Client Management: The new skill every accounting firm leader must master
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.
May 31, 2022
7 Principles for Becoming a Better Listener
Great leaders are also great listeners because they seek to understand those around them. For your clients and team members, improving your listening skills will make them feel that their needs are heard. So, how do you become a better listener?
May 31, 2022
How to Defer Estate Tax on Business Interests
Currently, the generous estate tax exemption can shelter from tax bequests of up to $10 million (indexed to $12.06 million in 2022), but this figure is scheduled to revert to $5 million (plus indexing) in 2026. So your family may still face some estate...
May 31, 2022
Remote Work Leads to Employer Challenges in Smaller Cities
The magnitude of the change over the last two years is staggering. In January 2020, fewer than 3% of applications for U.S. job postings on LinkedIn were for remote work. Now, small and mid-sized cities such as Wilmington, North Carolina, and Sarasota ...
May 31, 2022
The Risk and Rewards of Big Data
Every time you swipe your credit card, use a loyalty card at your favorite store, or purchase an item online, your data is being collected. The amount of data collected daily is enormous and is provides nothing of value unless it is properly analyzed ...
May 31, 2022
Four Steps to Successful Demand and Supply Chain Forecasting, While Incorporating Uncertainty
The latest software technology can be helpful and in combination with the current plan provides visibility on future stock projection and can be combined with a supplier calendar for even more visibility.
May 29, 2022
New York Extends Alcohol To-Go Drink Sales, Clarifies ‘Substantial Food Item’ Provision
When the pandemic forced restaurants and bars to close the front of the house, New York was the first state to temporarily authorize takeout and delivery sales of alcoholic beverages. Cocktails to go helped many businesses in many states weather the ...
May 29, 2022
Explaining Global Tariffs: Let’s Look at a Can of Tuna
Though bare shelves have become a familiar sight during the pandemic, American supermarkets still offer an incredible array of choices when it comes to food. There are more than 100 commonly eaten breakfast cereals alone, and entire warehouse stores ...