It’s important clients have a plan in place in the unlikely event that they will need to make medical or financial decisions on behalf of their college-student children.
Newsletter articles
Should you accept a counteroffer from your employer?
This article offers advice on how to navigate the delicate process of (potentially) leaving your job.
Finding brilliance in yourself and others
When we focus on all that is wrong with ourselves and others, we miss the brilliance within and around us.
Should you wait for a promotion—or move on?
What can you do to avoid staying longer than you should? Ask how you are doing!
Questions CPAs should ask before having kids
In a demanding field like accounting, it helps to consider what effect having a child will have on your job.
What to do when a client wants to give an LLC or limited partnership unit to charity
Many charitable organizations will not accept a gift of an LLC or limited partnership units because the entity’s business is not part of their charitable mission.
How CPA firms can counteract unconscious bias
Though we like to think we’re impartial in our decision-making, it’s often the case that our unconscious beliefs affect our choices.
Consulting services can grow your firm—if managed properly
Firm leaders increasingly see the potential of consulting services to provide additional value to clients.
15 things you need to know when clients owe taxes to the IRS
Clients who owe need advice and potentially an alternative to paying the entire balance at once.
5 books to help you manage Millennials
we’ve identified several books that can help members of more-experienced generations connect with their Millennial employees and co-workers.
Don’t let your clients miss out on the IRD deduction
Many practitioners still have some questions about when and how the IRD deduction is used.
Say good-bye to a popular Social Security planning technique
The popular “file and suspend” Social Security planning technique is going away.
5 films to inspire CPAs
Several movie-goers in the CPA profession share their favorite inspirational films.
What firms must do to better develop their people
Firms across the country are looking for ways to improve their tired, cumbersome, perfunctory, and ineffective performance management systems.
How to stand out in meetings
If you want to make a positive impression on your colleagues and advance your career, consider these tips to shine in meetings.
CPA couples’ best relationship advice
We asked several CPA couples to share how accounting brought them together and to relate their best advice for making a relationship last.
Tried-and-true ways to reduce the stress of busy season
Bosses can do many things to reduce pressure on valued staff members.
How to increase CPAs’ happiness on the job
Three factors that have the most impact on CPAs’ well-being: having hope, a calling, and autonomy.
How to report clients’ fantasy football winnings
There is little if any authority for the proper reporting on tax returns.
Trends that will shape the CPA profession in 2016
This column highlights some of the top economic trends to be mindful of in 2016, and ways they will affect CPAs.
Features
FROM THIS MONTH'S ISSUE
How to set up a simple automation in Zapier
When automating apps within the same tech ecosystem, that system’s automation options are highly effective. Tools like Zapier, though, allow automation across ecosystems. Learn how in this Tech Q&A article.
