Practice management

Tax Rep LLC has created a new CTRC designation for tax practitioners.

There are no undergraduate and very few graduate courses on advising clients that want to sell their business or who want to buy a business. When I started my career, there were no CPE courses either.

Mowery & Schoenfeld is merging in Xamin, a provider of managed IT services, and Westberg Eischens has acquired Robert F. Danielowski’s accounting firm.

The surge in remote work has quickly created demand for a new set of skills for accountants.

Mauldin & Jenkins adds five partners; KPMG, Crowe and CohnReznick release reports; and more CPA news.

Even though everyone is using Zoom, it’s amazing how few people have actually spent time learning how to use it effectively. There’s no excuse for that.

Business development is the lifeblood of any professional services firm, or any organization that sells anything for that matter.

As if marketing an accounting firm wasn’t challenging enough, throw in COVID-19 along with political, social and economic upheaval, and you’ve got a challenge for the ages.

The novel coronavirus pandemic led to a transition from employer-provided meals to food delivery services arriving at employee homes, as workers all but eliminated their travel expenses, according to a new report.

The pandemic amplifies cybersecurity concerns for CPAs.

I am a strong proponent of partner retreats and offsite meetings.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

The vast majority would still recommend their preparer, however, according to a new survey.

To get started building your team of entrepreneurs, consider some “assembly instructions.”

SobelCo appoints first COO; Plante Moran adds 25 partners; and more CPA news.

When it comes to working from home, people’s thoughts automatically turn to Zoom. But there’s another game-changing tool that’s rapidly gaining traction in the telework arena.

A survey of nearly 15,000 professionals found that those working in education and nonprofits felt it would take more than two years for the sectors to return to normal.

Financial execs take wait and see approach amid coronavirus uncertainty

Firm leaders have discovered that what they originally thought was unthinkable has made its way onto the partner priority list.

The worst thing we can do is nothing. Accounting firms need to stay in the game, stay ahead of their competition and stay in front of clients.