Lessons learned from a practice seeking to grow better but not always bigger.
December 2023 - Journal of Accountancy
- Magazine
- December 2023


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.

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?

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.

Trends for Growth in 2024
Jason Marx, CEO, Wolters Kluwer Tax & Accounting, offers advice for firms looking to grow their business.
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Smart Strategies in Data Security and Risk Management
In an increasingly digital profession, data security has become one of the most critical challenges facing finance and accounting professionals today. Stay up to date with practical guidance to help you mitigate these risks and strengthen your security posture.