Firm Management July 10, 2026
Avoid Assumptions: Use Career Conversations to Guide Your Firm’s Succession Planning
A succession plan built on assumptions is likely to fall short of expectations when it matters most.
Firm Management July 10, 2026
A succession plan built on assumptions is likely to fall short of expectations when it matters most.
April 13, 2022
Most often, those who are self-employed or in the gig economy need to make estimated tax payments. Similarly, investors, retirees and others often need to make these payments because a substantial portion of their income is not subject to withholding.
April 12, 2022
Employee handbooks have long been an essential workplace tool. Regardless of size, all employers should maintain a handbook. Handbooks often provide an employer’s history as well as its mission statement and guiding philosophy. They spell out the rules what is expected of employees and what the employer will provide in return. They have become ubiquitous...…
April 12, 2022
While many economic relief programs have lost or exhausted their funding, planning in advance is key to generating the full scope of remaining benefits. Work with an advisor if you need support to understand the tax and audit considerations related to ...
April 12, 2022
The new feature, called Recruiting Campaigns 2.0, greatly enhances WorkMarket’s Labor Clouds curated talent functionality. It drives speed and efficiency with an end-to-end solution that gives businesses greater insights into the onboarding ...
April 11, 2022
An estimated 2.4 million Californians could see a boost in their tax refunds next year under a legislative proposal that would dramatically increase the state's renters' tax credit for the first time in more than four decades.
April 11, 2022
A flurry of state laws and bills would allow employees of small businesses to set up Individual Retirement Accounts (IRAs) through state-sponsored programs, making it possible for workers to save with automatic payroll deductions even when their companies
April 11, 2022
With the current hot job market and low unemployment rate, what I’m talking about may be easier said than done. That doesn’t mean it’s impossible though! Here are five tips from my decades of firsthand experience plus the experiences of ...
April 10, 2022
51% of employees are not actively looking for a new job but would consider a switch if the opportunity arose. Among employees who earn an annual salary of $100,000 or more, that figure jumped to 58%.
April 7, 2022
Municipal bonds—frequently called “munis” for short—are often attractive to investors in the highest income tax brackets. Nevertheless, despite the obvious benefits, there are potential drawbacks to watch out for as well.
April 7, 2022
These updates incorporate the best practices and approaches that have emerged over the last two years of the COVID-19 pandemic into the program, which remains among the most flexible in the profession. These updates are designed to maximize the ...
April 7, 2022
Applications for U.S. state unemployment insurance fell last week by more than forecast, showing that employers are retaining workers in an increasingly tight labor market.
April 6, 2022
The diversity of graduates hired into accounting and finance functions of U.S. CPA firms is on the rise with an increase of almost five percentage points from 30.1 percent in 2018 to 34.8 percent in 2020, according to the “2021 Trends: a report on ...