Test your firm’s succession plan

These seven questions can determine where you stand in the grim landscape of CPA firm succession planning.

Test your firm’s succession plan


Does trusted mean valued?

Now, more than ever, CPAs must redefine who and what they are to their clients and companies or risk their relevance in a tech-heavy business world.

Does trusted mean valued?


Tax Fraud Blotter: Prong sung blue

Her (dis)Honor; fenced in; death and taxes; and other highlights of recent tax cases.

Tax Fraud Blotter: Prong sung blue


Liberty Tax parent settles with Justice Department, IRS

The deal includes a $3 million payment, and an agreement not to rehire the tax prep chain’s founder, John Hewitt.

Liberty Tax parent settles with Justice Department, IRS


Squar Milner expands again in San Francisco

The firm is adding the accounting practice of Arnold H. Zippel; the legal practice will remain separate.

Squar Milner expands again in San Francisco


Ready or not: Suggestions for preparing for tax season

The IRS has ideas for taxpayers and their advisors to get ready for filing.

Ready or not: Suggestions for preparing for tax season


Take it away: Helping clients with withholding

The recent release of the 2020 W-4 shines a spotlight on how preparers can help make sure the right amount is withheld.

Take it away: Helping clients with withholding


IRS Criminal Investigation expects to hire more agents, pursue more crypto cases

The agency’s number of investigations in 2019 continued a general downward trend over the last few years, according to CI’s 100th annual report.

IRS Criminal Investigation expects to hire more agents, pursue more crypto cases


re:Marks: A work-from-home policy is no longer an option

A handful of straightforward rules can help firms adopt this 21st century must-have.

re:Marks: A work-from-home policy is no longer an option


BDO global revenues topped $9.6B in 2019

The firm saw year-over-year growth of 10.1 percent, up from 8.3 percent growth in 2018.

BDO global revenues topped .6B in 2019