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
How to find the right CAS clients
The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.
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