December 2023

FIRM PRACTICE MANAGEMENT

Tips for building a firm to the right size for you

Lessons learned from a practice seeking to grow better but not always bigger.

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

FROM THIS MONTH'S ISSUE

Flip out with the latest Tech Q&A

The September Technology Q&A column shows how to create dynamic to-do lists with Excel's checkboxes and also how to set up multifactor authentication texts that don't rely on phones. Flip through both items and view a video walkthrough in our digital format.