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The IRS offers best practices for when a tax professional moves on.
June 28 -
Not every relationship is forever … unfortunately for most of them.
June 12WithumSmith+Brown PC CPAs -
Tax and accounting practitioners share how they're answering peoples' questions and concerns about the troubles facing financial institutions.
June 8 -
I have my own standing rule that if the client comes to my office, or my area, I pay. If I travel to the client's office, they should pay.
June 5WithumSmith+Brown PC CPAs -
Plus ShareFile releases ShareFile for Accounting; Diligent launches audit reporting dashboard; and other news from the accounting technology arena.
June 2 -
The different age groups in your clients' families need different plans, different client experiences — and sometimes, different advisors.
May 26Napier Financial -
From clients and staff to software vendors and regulators, everyone seems to be telling accountants and accounting firms what to do.
May 25Accounting Today -
Here's what I learned from NFL players about helping clients adjust to the next stage in life: Become a transformational advisor.
May 10Arrowroot Family Office -
A Tax Court case involving the pop legend's estate shows why there are many reasons and justifications for different valuations.
May 8WithumSmith+Brown PC CPAs -
Accountants chase clients for late payments
May 5