Why CPAs Should Engage Clients on Caregiving Needs
As the Baby Boomer generation ages, a growing number of them face decisions around long-term care needs for themselves or their parents. This presents an opportunity for CPAs to have
Tag: accountants
Labor Rules Roundup: June, 2024
May was an extremely busy month for labor rules across the U.S. Read on for our latest roundup of the Department of Labor’s final rule, its ramifications across industries, and
The Role of a CPA in Nanny and Senior Caregiver Hiring
After hiring a nanny or senior caregiver, families often turn to Certified Public Accountants or other tax preparers with questions about what to do next. “How do I handle payroll,”
AICPA Engage Flashback: Modernizing Technology in the Family Office with Donny Shimamoto
As mentioned in Family Office Hot Topics, technology is becoming a huge part of the family office day-to-day routine. Reporting systems can give families and advisors access to real time
AICPA Engage Flashback: Family Office Hot Topics with Randy Abeles and Eric Johnson
Randy Abeles (RSM) and Eric Johnson (Deloitte) teamed up to talk about current issues faced in family offices. Both of them work closely with family offices and deal with these
AICPA Engage Flashback: Best Practices in Client Service Opportunities with Jason Deshayes
Jason Deshayes (AICPA) delivered a session that was applicable to any business really, not just CPAs. Client service is a prime differentiator especially in smaller local firms. If you’re doing
AICPA Engage Flashback: Lessons Learned in the Shark Tank with Kevin O’Leary
Tuesday morning at Engage 2017 kicked off with a business titan sharing advice to an arena full of people. Kevin O’Leary (Mr. Wonderful on Shark Tank) took the stage and
Planning is the Key to Good Meetings
“Let’s meet about that” is a popular refrain that echoes regularly through the offices and hallways of organizations everywhere. Often though, said meetings are hastily arranged and largely unproductive. Although
Accountants’ Value Transcends Billable Hours
How pleased were we to read the latest article in the New York Times by economic reporter Adam Davidson, “What’s an Idea Worth?”.