Practice management

Every time Tom Hood, who is executive director and CEO of the Maryland Association of CPAs, gives a speech (and he gives a lot of speeches), he asks his audiences of accountants about the top challenges they face.

Practitioners can now white-label the company’s business formation and compliance services, and earn commissions.

The American Institute of CPAs has written a letter to the Internal Revenue Service and the Treasury Department asking them to postpone the effective date of the centralized partnership audit regime for one year until the end of 2018.

Sageworks has released an e-book that provides technology advice to accountants and other business advisors.

Marcum LLP has named its longtime managing partner, Jeffrey M. Weiner, as chairman and CEO, and David Bukzin as vice chairman.

BDO’s global network of accounting firms has named Keith Farlinger as CEO of BDO International, succeeding Martin van Roekel, on Nov. 1, 2017.

Here are 11 short(ish) reads for practitioners to take on a vacation – and come back charged up with new ideas.

The 4th Annual Accounting Firm Operations and Technology Survey also shows budgets flattening.

The Connecticut firm educates grade schoolers; Marcum is honored; Sax adds a family office practice; and other news from practices across the country.

Koziol to take the helm of the T100 Firm in July; DHG admits 11 partners; and other personnel news.

Financial planners need to start planning for their own ultimate futures, according to U.S. Wealth Management's John Napolitano.

Art Kuesel on how communication and trust will make a professional indispensable to a client.

There was a time when consulting projects came in very specific shapes and only fit into the same-shaped hole.

Industry observers highlight a quartet of high-level changes sweeping the profession.

A puzzle-builder offers rules to help accountants innovate and problem-solve more successfully.

Users can share documents and view a live activity feed.

Most firms face a never-ending challenge finding and acquiring new clients. According to a recent study, over 70 percent of firms make business development a major priority. Here are five basic mistakes that undermine many firms’ ability to attract new business.

Small firm accountants do it all, not just the wide variety of services.

A federal district court has ruled in favor of tax preparers who filed a class-action lawsuit against the Internal Revenue Service over its right to charge fees for Preparer Tax Identification Numbers, and the IRS may need to refund hundreds of millions of dollars in fees collected each year.