Advisory

Business Foundation Services represent an advisory engagement that provides a firm’s clients with the basics of a new business launch—from entity type and retirement plan selection to accounting software setup and training.

This is the time of year that lists are made (and checked twice). It’s also a great time for CPAs to consult with clients and offer much-needed year-end advice. Here’s a year-end checklist for critical end-of-year tasks to get your clients in top shape...

Value pricing is a way of billing a client for services provided based on the value of the service (or advice) instead of the number of hours spent. Consider one of your clients calls for tax advice on how to structure a real estate transaction.

AAL provides numerous bespoke advisory and financial solutions. The firm, which includes three partners, specializes in corporate services, trusts and estates, investment managers and advisors, alternative investment funds, family offices ...

The HITRUST Alliance is a not-for-profit organization whose mission is to champion programs that safeguard sensitive information and manage information risk for organizations across all industries and throughout the third-party supply chain.

5 Types of Clients CPA Firms Should Avoid By Cathy Whitley and Mark Walicki. Emily Ryan was a hard-working CPA who in the early days of her career began doing the tax work of an up-and-coming actor.* Over time this actor became a big star nationally but continued to stay connected with those who had […]

The IRSAC is a federal advisory committee that provides an organized public forum for discussion of relevant tax administration issues between IRS officials and representatives of the public. IRSAC members offer constructive observations regarding ...

Scavuzzo was recognized for leading Marcum’s digital transformation and his advocacy of leveraging technology to ensure the firm maintains long-term competitiveness in a rapidly accelerating technology landscape.