Advisory November 7, 2022
How I Grew My Firm’s Revenue by 125% by Embracing an Advisory Role
By incorporating proactive, strategic guidance into my own client services, I’ve been able to grow my firm’s total revenue by 125% year-to-date.
November 7, 2022
The Golden Question of Retirement Planning
If you are an advisor or accountant helping clients with retirement plans, then you will need to go deeper than that one question because it is only the first step.
Firm Management November 4, 2022
The Practice Management Playbook, Part 1: The Right Single Portal
How Partners can Delegate with Control, Flatten the Tax Season, and Delight Clients and Staff.
Accounting November 3, 2022
AICPA Presents Two Awards for Distinguished Service
G. Edgar “Eddie” Adkins Jr., CPA, was presented the Arthur J. Dixon Award and Mary Kay Foss, CPA, received the Jonathan Horn Distinguished Service Award.
Taxes November 3, 2022
IRS Seeks Feedback on Soon-to-Be Released Energy Credit Guidance
The comments will help the IRS draft rules most reflective of the needs of taxpayers entitled to claim energy credits.
November 3, 2022
Study Shows Women Attain Only Three-Fourths of Men’s Wealth by Retirement
The WTW Global Gender Wealth Equity report shows that on average women are expected to reach retirement with just 74% of the wealth accumulated by men.
Accounting November 2, 2022
LeaseCrunch Partners with Rea & Associates to Bring Webinar to CPA Firms
The webinar will discuss the benefits of providing clients with a full solution to implement the new lease standard whether they have one or thousands of leases.
November 1, 2022
Many Workers Halted 401(k) Plan Contributions to Cope with Inflation, Survey Finds
54% of workers stopped or reduced their 401(k) and other retirement savings between July and September.
Advisory October 31, 2022
Survey: 55% of Working Americans Say They’re Behind on Retirement Savings
What is holding workers back from saving more for retirement this year? The most-cited response was inflation.
October 31, 2022
How to Secure a Deduction for a Medical Dependent
The tax law also allows you to write off amounts paid for a dependent such as an elderly relative.
Accounting October 31, 2022
Why Organizations Need a Chief Purpose Officer (CPO) in 2023
When training to become a financial advisor, it was easy for me to focus on the pros and cons of financial instruments.
Small Business October 28, 2022
Are HSAs starting to Resemble 401(k)s?
Most noticeably, half of large employers – and more than a third of respondents overall – indicate that they do or will position the HSA as part of a retirement savings strategy to employees