Members of the profession offer tips for shifting from a professionally driven career to one of purpose to reinvigorate your love of accounting.
How one firm gets succession right
A top 200 firm’s plan for transitioning to next-generation leaders offers best practices for other firms to keep in mind when anticipating partner retirements.
2021 tax software survey: Shares of respondents and product and company information
Bonus: The percentages for all 13 products, including a breakdown of their usage among firms ranked by ranges of numbers of preparers, in the 2021 tax software survey.
Add Favorites to the Ribbon
You can add all your favorite or frequently used Excel features in one tab on your Ribbon.
Print comments and notes in one place
It is very simple to view and print all the notes and
comments within an Excel worksheet in one place.
Helping clients before a cyberattack
CPAs play critical roles in helping companies prepare for online attacks.
Line items
IRS does not acquiesce to Sixth Circuit’s holding on split-dollar regs. … COBRA premium assistance credit clarified … Bank deposit could escape tax levy by hours
Ask the expert: Client service
Greg Lockhart is the president of Lockhart Industries, a Dallas-based leader in custom branding, graphic design, and fine imprinting for America’s top financial firms.
Final regs. cover mandatory postponements
Tax deadlines are pushed back 60 days after federally declared disasters.
The impact of mentoring: How to build on success
Progress for Black professionals in accounting can be accelerated with the right moves from firms and other professionals.
10 billing myths that can undercut your value
Top-notch billing practices can help
CPAs ensure that they get paid an amount commensurate with the high-value, expertly delivered services they provide. Discounting and lowering fees put CPAs in jeopardy of being underpaid for their services.
2021 tax software survey
See how the brands compare in CPAs’ annual assessment of their tax preparation programs.
Former state senator held to be a disqualified person with respect to charity
Tax Court holds against a former Pennsylvania legislator despite his never having been the organization’s officer or employee.
A take on cryptoasset transactions, investments, and risk
CFOs need to gain perspective on how to handle the accounting, tax, internal control, and risk management challenges of cryptoasset transactions.
Tax Court OKs estate’s marital deduction
A decedent’s marriage is held valid based on the place-of-celebration rule.
Marie Brilmyer, CPA
Successful leaders know how to listen and help others make the most of their abilities, according to Marie Brilmyer, CPA, a partner with Cohen & Company in Akron, Ohio.
Frequently asked engagement letter questions
This one-stop guide includes common engagement letter questions and resources to help answer them.
Energize your practice with a tax innovation challenge
The skills and ingenuity the accounting profession showed in reacting to the pandemic can be applied proactively with a new type of competition.
7 tips for starting a client advisory services practice
Many resources are now available to help firms launch CAS practices. CAS experts and firm leaders who’ve taken the plunge share their best advice for getting started.
Frequently asked risk management questions
This column provides a one-stop guide for common professional liability risk management questions and the resources to help answer them.
Features
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Building a better CPA firm: Stepping up service offerings
A key step in business model modernization is determining how to implement services that satisfy clients and employees.