My Client Asked Me About an ESOP—What Do I Need to Know? Employee stock ownership plans give business owners flexible exit options. Here’s how CPAs can help their clients navigate them.

When Diversity Is the Deal Planning for the growth, sale, or succession of any accounting firm is challenging, but minority-owned firms require special attention to future leadership, mission, and cultural preservation years before decisions get made.

Revving Up Recruiting in the New Roaring 20s Recruiting and retention has historically been a top issue for CPA firms. Here’s a new talent strategy for the next decade.

5 Ways to Engage Millennial and Gen Z Talent Here’s a hint: Millennial and Gen Z workers show deeper loyalty to employers who are sensitive and proactive about the issues that are important to them.

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.

When Trust Is Not Enough Becoming the most valued—most strategic—business advisor is the new path forward for CPAs.

Yes, You Are a Mentor As business leaders, we must recognize that the actions we take and the decisions we make always affect the people around us.

All in the Family Like many businesses across the country, small and family-owned CPA practices are facing mounting challenges when it comes to passing the torch to a second generation.

Go West, Old Man: A Lesson in Practice Management Once I became willing to question my practices, I was free to focus on what was best for my firm — and the people in it.