Advisory

Most financial advisors will have little issue with managing questions involving the dollars and sense of buying, selling or leasing a typical home. It’s when the conversation turns to the complexities of late-in-life relocations that CPAs may find themselves in uncharted territory.

According to the AICPA’s CAS Benchmark Survey, CAS practices have experienced double-digit growth each year since 2018, and there is still room to grow.

If we go into a meeting with a client or team member distracted by everything that has already stressed us out that day and worrying about the things that are coming up to stress us out later, we are setting ourselves up for failure.

The Rule of 30 is particularly relevant for mature businesses in traditional industries that are focused on sustaining long-term growth while maintaining robust profit margins.

With AI, automation, and other technology trends influencing the market, many SMB business leaders are struggling with cash flow and unsure where to turn for financial advice.

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. Now in their 21st year, the awards highlight technologies that advance the profession.

Located near Washington, D.C., the lab is part of the top 20 firm's expanded cybersecurity and incidence response services.

Christopher Allegretti and Thomas Angelo will be CEO and managing principal of HBKS Wealth Advisors and HBK CPAs, respectively.