Modern accounting firms need to do more than crunch numbers; they should serve as strategic advisors. This involves offering ...

When small CPA shops suddenly end, clients are left to scramble for a replacement — and any enterprise value that the owner ...

Accounting And Administration + Wealth Management: Providing financial products is now a central part of the accounting firm’s family office practice. Remember, wealth planning is a subset of ...

When deciding between a CFP and a CPA for retirement planning, it's essential to understand their distinct roles and expertise. Integrating tax planning and financial strategy with CFPs and CPAs ...

After 22 successful years as an agent with Northwestern Mutual, I left for the independent market. When I joined Kolb & Company (now Sikich), they were the largest independently owned accounting ...

Selecting the right accounting firm for your business is an important decision that can greatly influence your financial health and business success. A reliable and skilled accounting firm can ...

The American Institute of CPAs' Accounting and Review Services Committee clarified a standard on financial statement ...

With more than 15 years of financial acumen housed in a team of 20 professionals that includes seven licensed CPA’s steeped in wine industry know-how, ...

Accountants who advise clients interested in employee ownership plans need to be aware of the pros and cons of different models. In this Journal of Accountancy-branded podcast, a senior wealth ...

Tax season is a busy time for financial advisors, but it also brings overlooked opportunities for client coaching on year-round tax savings and for future growth via CPA referral agreements.