Lessons learned from a practice seeking to grow better but not always bigger.
December 2023 - Journal of Accountancy
CAREER DEVELOPMENT
5 steps for evaluating whether to become a partner
Three CPAs, two of whom recently made partner and another on the partner track, describe their process for making a career-defining decision.
PERSONAL FINANCIAL PLANNING
The home mortgage interest deduction under the TCJA
How does the Tax Cuts and Jobs Act’s temporarily lower home acquisition indebtedness limit affect homeownership decisions?
AUDITING & ATTESTATION
QM standards: How to perform a root cause analysis
An expert discusses the requirements to perform a root cause analysis as part of monitoring and remediation when implementing the new risk-based quality management standards.
ADVERTISING SUPPLEMENT
Trends for Growth in 2024
Jason Marx, CEO, Wolters Kluwer Tax & Accounting, offers advice for firms looking to grow their business.
COLUMNS
PROFESSIONAL LIABILITY SPOTLIGHT
TAX MATTERS
SPONSORED REPORT
Preparing clients for new provisions next tax season
As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.
From The Tax Adviser
October 31, 2025
Recent developments in estate planning
October 31, 2025
Current developments in taxation of individuals: Part 2
September 30, 2025
Current developments in taxation of individuals: Part 1
August 30, 2025
