When Clients Refuse to Be Advised (CPA Practice Advisor) - As a trusted advisor, what do you do when clients donât take your advice? This next tale of accounting horror depicts the fate of an ancient landlord and his son who did just that.
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Tax Cuts and Jobs Act: Impact at Different Stages of Life (Accounting Today) - The Tax Cuts and Jobs Act of 2017 (TCJA) made dramatic changes to the rules for individuals that affect tax planning at all stages of life. These changes require financial planners to reorient their thinking about the advice...
Is Branding Just for Large Accounting Firms? (CPA Practice Advisor) - What is branding, really? It is often misunderstood and associated with huge dollar investments - or it is thought to be simply redesigning a firm's logo or meant for only large accounting firms. None of this is correct.