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The leading CPA financial planners with over $1 billion in assets under management
June 3
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As the pandemic moves into its final stages, accountants need to be planning their own and their clients' exits.
May 28
Accounting Today -
Kruze Consulting does an after-action analysis of the results of its clients’ PPP decisions.
May 28
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Renovating your accounting practice is easier and can produce spectacular results.
May 13
AccountantsWorld -
The Biden administration proposal contains many, but not all, of the tax provisions the president campaigned on.
May 25
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Uncertainty around coming tax changes and the coronavirus pandemic are making it harder for tax pros to plan.
May 28
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The market in new audit engagements is picking up after dropping in the second half of last year.
May 11
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Financial planning clients need to start preparing for potential legislative upheavals now.
June 2
Napier Financial -
Client relationship management systems are helping accountants better manage prospects and and their current book of business.
May 27
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Most accountants aren't spending enough time thinking about their clients' problems, or about their own firm.
May 26
Boomer Consulting Inc. -
Advisory and consulting services are in, tax practices are out.
April 21
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The revised CPA exam will reward digital mindsets, data analytics and IT confidence.
May 11
St. John's University
