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.
March 23, 2022
A 35-year-old man has been indicted in North Carolina on charges he invented businesses to qualify for pandemic relief and robbed a bank, then spent the money buying cryptocurrency and paying bills.
March 23, 2022
Overall, the survey found three in four respondents (75%) that sponsor a DC plan made a change to their plan in the last two years and expect to make at least one change over the next two years. An additional 14% of sponsors that didn’t make a change ...
March 23, 2022
Return-to-office plans may lead to more resignations, separate research shows. In a survey of more than 1,000 professionals, half of respondents currently working from home (50%) would look for a new job that offers remote options if ...
March 23, 2022
Many firms have an aversion to change because clients are creatures of habit. Even if new technology can streamline operations and make it easier for clients to work with your firm,, there’s often hesitation before adoption.
March 21, 2022
Should we be concerned about the rising number of accountants leaving the profession? If one is paying attention, the alarm bells are sounding across the board, and it really hits home if you’ve had a personal experience being short-staffed.
March 21, 2022
Globally, more firms are have created or are interested in creating a more diversified selection of services, looking beyond the tax season to offering a variety of advisor services such as forecasting, budgeting, and strategy for their clients.
March 18, 2022
Nonprofit leaders across the country are more concerned about their financial position and staffing than they were one year ago, despite the relative easing of the coronavirus pandemic. The shortfalls have hampered some nonprofits’ ability to deliver ...
March 17, 2022
Significant federal and state legislation, like Paycheck Protection Program (PPP) loans and tax assistance, has sought to help businesses ride the pandemic out, keeping the doors open and paying their employees.
March 17, 2022
During a four-month long Beta program, Botkeeper’s client participants took the software through its paces with real-world customer data, perfecting usability, utility, and stability. With user testing now complete, the company will be rolling ...
March 17, 2022
The mid-term elections don’t take place until November, but taxpayers may make other elections on their 2021 tax returns they must file by April 18. Following are five potential elections that could affect your 2021 tax liability.
March 16, 2022
Although the definition of what constitutes a “reasonable” wage may seem subjective, the IRS scrutinizes the S Corp’s source of income—its gross receipts—and then determines if (and what tasks) the owner/shareholder performed for the S Corp to assist ...
March 15, 2022
The Sunshine Protection Act, which was co-sponsored by lawmakers of both parties, would lock in next year’s switch to Daylight Saving Time in March. It follows a 2018 Florida law that would permanently lock in Daylight Saving Time contingent ...