Succession Planning: Not Putting All Your Eggs in One Basket
Depending Too Much on Your Firm to Fund Your Retirement By David R. Peters, CPA Succession planning is tough. There...
The Ten Commandments of an IRS Audit
By Jim Buttonow Behold, the IRS audit. They are rare these days. Only one out of every 184 taxpayers experienced...
Responding to Pressure to Provide CPA-to-Lender ‘Comfort’ Letters
By Suzanne M. Holl, CPA CPAs at times come under fire from banks and other lenders pressuring them to provide...
NCACPA Triad Women’s Initiative April Luncheon Next Thursday—Register Now
Tired of being Sick and Tired—Triad Professional Women Discuss Wellness Hello Friends, Renee Leonard of Bell Partners led us through...
The Negative Impact of an Outdated Firm Website
By Hugh Duffy If you’re like most people, once your firm’s website was in place, you went about your...
EY Expands Neurodiversity Program
By Sean McCabe As April marks Autism Awareness Month, Big Four firm Ernst & Young has announced expansions to its neurodiversity...
Your Stress Isn’t Just Affecting You; It’s Hurting Business
By Lauren Baptiste Did you know that the effect of one mild-to-moderately stressful event can last hours in the body? What...
Tax Season Crunch Time Suggestions to Keep Staff Motivated
By Edward Mendlowitz We are down to the last three weeks of tax season. Think about how many clients you...
Ideas You Won’t Find on the Web
By Randy Johnston How do you stay on top of your professional game? Reading daily email news summaries? Professional journals?...
Six Tips for Starting an Advisory Practice
In order to stand out in a crowded profession, many financial professionals are leveraging the escalating trend toward advisory services....