Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
Taxes March 20, 2024
7 Signs an ERC Claim May be Incorrect
The Internal Revenue Service is urging businesses to review seven suspicious signs of a bad claim and see if the agency’s special programs can help them avoid future compliance issues.
March 20, 2024
Financial Advisors Need to Take Care When Planning for Special Needs Children During Divorces
The complexity of a divorce proceeding increases exponentially when working with families with special needs. Make sure your clients are taking a broad view of the child’s needs and perhaps walk them through “a day in the life” of caring for the child.
Firm Management March 20, 2024
Eight Steps For Building Better Client Engagements
Proactively managing customer expectations during the engagement scoping process allows for anticipating potential issues, thereby minimizing service gaps and fostering greater customer loyalty and trust.
Taxes March 19, 2024
Tax Filing Tips for Life’s Biggest Milestones
Having basic knowledge of how life’s biggest milestones may impact the way you file your taxes is essential to ensuring that tax season goes smoothly for you and your family.
Accounting March 19, 2024
10 Most In-Demand Accounting Skills For 2024, According to Upwork
Not only are the 10 top skills for accounting provided by Upwork, but also the three fastest-growing skills in the profession.
Accounting March 19, 2024
Field Set For 2024 Accountant Bracket Challenge
Voting for the first-round matchups in this year's ABC Tournament from Accounting High is underway and closes March 22.
Accounting March 19, 2024
Marketing by Numbers Joins Forces with CPAmerica for Accounting Marketing
Marketing by Numbers joins over 65 CPAmerica preferred providers and is committed to assisting member firms in bridging their writing, marketing and client communication gaps.
April 2, 2024
CPE Webcast Apr. 2, 2024: The Future of Media & Entertainment: Leveraging Data and Finance
To thrive in this new normal, M&E companies must strike a delicate balance between advertisement revenue and subscription models.
Firm Management March 29, 2024
CPE Webcast Mar. 29, 2024: Using Tax Advisory Services to Create Capacity
Learn how to separate compliance and advisory services, and get paid for your expertise delivering higher value tax advisory services.
Firm Management March 18, 2024
Personalized Client Surveys Can Create Stronger Relationships
With tax season nearly over, it’s a great opportunity to understand more about your client’s experience. A client satisfaction survey can help you do that.
Taxes March 18, 2024
Tax Law: These TCJA Provisions Will Expire Soon
The nation’s lawmakers may allow these provisions to expire as written into the TCJA, extend them indefinitely, for a period of time or even permanently, or otherwise modify them.
ESG March 18, 2024
ESG Goals Often Tied to Share-Based Employee Compensation
Of companies that reported that they apply ESG targets, 84% said that they apply them to the management board. These targets set the strategic direction of the company for its board members.