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June 4, 2021

Prepared for Voornaam

The 2021 Billion-Dollar Wealth Magnets

By Daniel Hood

The leading CPA financial planners with over $1 billion in assets under management Read story →

The top firms by AUM

This annual ranking of the leading CPA financial planners by assets under management also shares their major concerns and their strategies for dealing with their most pressing issues. Read story →

The end is nigh-ish

By Daniel Hood 3 min read

As the pandemic moves into its final stages, accountants need to be planning their own and their clients' exits. Read story →

Practice Profile: After the gold rush

By Danielle Lee 5 min read

Kruze Consulting does an after-action analysis of the results of its clients’ PPP decisions. Read story →

Tax Strategy: Planning for the American Families Plan

By Mark A. Luscombe

The Biden administration proposal contains many, but not all, of the tax provisions the president campaigned on. Read story →

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Advances in Technology

Learn about the newest technology innovations advancing the accounting community. Advances in Tech brings together some of the top technologies that are helping the industry move forward. Explore the Demos →

Tax changes in the wind

By John P. Napolitano 6 min read

Financial planning clients need to start preparing for potential legislative upheavals now. Read story →

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Grant Thornton takes the lead in new SEC clients

By Daniel Hood 2 min read

The market in new audit engagements is picking up after dropping in the second half of last year. Read story →

Think renovation, not innovation

By Dr. Chandra Bhansali 3 min read

Renovating your accounting practice is easier and can produce spectacular results. Read story →

Boomer’s Blueprint: No time to think …

By L. Gary Boomer 5 min read

Most accountants aren't spending enough time thinking about their clients' problems, or about their own firm. Read story →

Software survey: CRM systems in 2021

By Ted Needleman 9 min read

Client relationship management systems are helping accountants better manage prospects and and their current book of business. Read story →

What’s hot and what’s not in firm M&A

By Joel Sinkin, Terry Putney

Advisory and consulting services are in, tax practices are out. Read story →

What every candidate needs to know about the updated CPA exam

By Nina Dorata 4 min read

The revised CPA exam will reward digital mindsets, data analytics and IT confidence. Read story →

KPMG launches relaxed work policies to combat remote work fatigue

By Sean McCabe 2 min read

The Big Four firm utilized employee feedback during the COVID-19 pandemic to launch new initiatives aimed at decreasing stress. Read story →

The best cities for accountants in 2021

By Daniel Hood

Now that we can all work from anywhere, this may be some most attractive places to build a career in accounting. Read story →

Big tax bills to hit even modest inheritances if step-up in basis narrows

By Lynnley Browning 5 min read

"Inheritors are going to get killed" under the White House’s proposal to put the brakes on tax-free intergenerational transfers of wealth. Read story →

RESOURCES

WEB SEMINAR

How mid-sized accounting firms are scaling with technology

Tuesday, June 8, 2021 12:00 PM EDT

Learn how mid-sized accounting firms are scaling their businesses and providing higher quality tax services with technology initiatives. Panelists from EisnerAmper and Orion Innovation will share their experiences. Learn More →

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REPORT

7 bill pay must-haves for high-net-worth clients

Adhering to these seven tips will help you build trust and long-lasting relationships with HNW clients to build a profitable and sustainable business. Learn More →

SPONSOR CONTENT FROM BILL.COM

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