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Firm practice management

What to know about holiday travel policies during COVID-19

Firms share the approaches they are using to keep employees safe, and HR experts advise firms to stay current with their state’s guidance, know their rights as employers and communicate policies clearly to staff.

Succession issues surge at accounting firms

According to the 2020 Succession Planning Survey, more than half of multi-owner firms (55%) said they are currently experiencing succession challenges, up from 26% in 2016.

Kim Griffin-Hunter, CPA

Focusing on strengths and communicating effectively can help CPAs lead during challenging times, says Kim Griffin-Hunter, CPA.

How CPAs help clients reinvent struggling businesses during COVID-19

As the COVID-19 pandemic has changed the business environment, clients have turned to CPAs for help keeping their businesses afloat. CPAs serving restaurant, medical and real estate clients discuss how they’ve used client advisory services to help their clients stabilize and reposition their businesses.

The value of gamifying CPE learning

A college professor and CPA shares advice on keeping learning interesting and keeping listeners engaged, even when in-person sessions are not possible.

John Colucci, CPA, J.D.

When selling or buying CPA firms, leaders must make sure they find a good cultural fit, according to John Colucci, CPA, J.D.

Make sure staff get the right CPE

Firms can maximize the benefits of continuing education by creating a process that directs staff to take courses that best meet their own needs and the needs of the firm.

Barrett Simonis, CPA

Holding a leadership conference for college students can help firms build valuable relationships and aid in recruiting, according to Barrett Simonis, CPA.

ALSO FEATURED

How to protect nonprofits from hidden fraud risks

CPAs can help not-for-profits spot the red flags of common schemes, so they can take steps to tighten controls and reduce exposure.

From The Tax Adviser

March 31, 2026

Current developments in taxation of individuals: Part 1

March 31, 2026

Current Developments in Taxation of Individuals: Part 1

March 31, 2026

Considerations for intergenerational split-dollar arrangements

March 6, 2026

Navigating the Form 1099-DA reporting maze