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Insight Full Article
How to Embed DEI Into Your Office Culture
By focusing on key objectives and metrics, you can ensure that DEI is an intrinsic part of your firm's culture.
Selling a CPA Firm or Small Business
These 10 essential steps will prove a handy guide to any M&A transaction, whether you’re a founder looking for an exit strategy or a CPA advising on another deal.
Post-Pandemic Strategies for Employee Retention and Acquisition
Accounting firms can use these five tactics to find and retain top talent in a rapidly changing economy with shifting employee demands.
Getting to Know the NFT Marketplace
The marketplace for non-fungible tokens (NFTs) is booming, but these blockchain offshoots are still mysterious to the uninitiated. Here's a quick guide to the NFT economy.
Changing the Face of the CPA Profession
Even as CPA candidate numbers dwindle, these vibrant new CPAs are making the profession their own.
Dissecting the New Restrictions on Employment Agreements
A new Illinois law limits non-compete and non-solicitation covenants and could have major implications for CPA firms. Here’s what to know.
Seven Strategies to Supersize Year-End Charitable Giving
After record charitable contributions in 2020, the threat of increasing income and estate taxes should have advisors and their clients looking to maximize the tax benefits of their giving.
Surviving the New Normal Busy Season
Last year’s tax season was one for the history books. Take these lessons learned the hard way to make the upcoming busy season a success.
Next-Gen Transitions: Building a Firm That Lasts
The inevitable outcome of building a successful CPA firm is handing the reins to the next leader. Three experts share their insights into making that transition a success.
SAS 134-140: A Review of Upcoming Audit Changes
As the effective date of SAS 134-140 arrives, auditors should prepare for the biggest changes to the audit process and auditor’s report.
Four Tips to Snuff Out Burnout
The post-pandemic rise of employee burnout should have savvy leaders taking these preventative steps to protect themselves and their teams.
How to Build a Client Base You Love
Take these four steps to build a client base that you love working with and that appreciates you deeply as well.
Eight Ways to Ethically Deal With Difficult People
You likely have a supervisor, coworker, or client you find challenging. Here are eight ways to navigate difficult relationships without compromising your ethics.
Annuities: Not Your Father’s Product
Annuities used to be confusing, costly, and legally complex, but they’ve evolved into effective and versatile tools for retirement planning.
Jumpstarting Illinois’ Electric Vehicle Industry
New legislation seeks to make Illinois a green transport hub with tax incentives for electric vehicle manufacturers and their suppliers.
IN PLAY: Celebrating a Trailblazer
David Kelly, CPA, JD, looks back on his achievements and his legacy as the 76th Black CPA in the United States.
GEN NEXT: Five Lessons From My Journey to Entrepreneurship
Our career paths are not always a straight line: Sometimes we have to take a detour to find the work that fulfills us.
Why Your New Year’s Resolution Should Be Prioritizing People and Innovation
Organizations should enter 2022 with plans to act on the issues that their stakeholders care about.
How to Navigate Your IPO
In the wake of record initial public offerings in 2020 and 2021, many leaders may be thinking about taking their companies public. Here’s how to ensure a smooth IPO process.
Rewriting the Book on Culture
Can we keep moving CPAs toward being the most trusted and strategic business advisors despite the post-pandemic workforce becoming more transactional?
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