What to do when your client gets terrible health news

No one knows when a health crisis will strike. We can take steps to mitigate our risks — eat healthy food exercise more often, quit smoking — but that doesn’t mean we can plan whether we’ll get sick. But we can plan financially. Jim Sullivan, CPA/PFS, specializes in working with clients suffering from chronic illnesses. […]

16 free learning opportunities to take advantage of this summer

It’s summertime. The days are getting longer, the temperature is warming up and your most hectic time of year — workwise — is behind you. Congratulations! Now you can relax, at least a little. Summer is also the perfect time to hone your skills in preparation for fall busy season. We’ve assembled a handful of […]

Father’s Day wisdom: A CPA dad’s advice

In 1981, Paul Stahlin, CPA, CGMA, and a former Chair of the AICPA, got his CPA license. Thirty-three years later, his daughter Emily followed in his footsteps by becoming a CPA as well. The CPA profession of today isn’t the same as the profession of 1981. Technological innovation has created new opportunities for CPAs to […]

Father’s Day wisdom: A CPA dad’s advice

In 1981, Paul Stahlin, CPA, CGMA, and a former Chair of the AICPA, got his CPA license. Thirty-three years later, his daughter Emily followed in his footsteps by becoming a CPA as well. The CPA profession of today isn’t the same as the profession of 1981. Technological innovation has created new opportunities for CPAs to […]

Workplace benefit advice for the Class of 2019

Nearly two million students are estimated to graduate with a bachelor’s degree this year. As they enter the job market and evaluate the employment opportunities before them, it’s a good time to remember that the perfect job should be about more than just salary. The American Institute of CPAs (AICPA) asked young millennials who graduated […]

Workplace benefit advice for the Class of 2019

Nearly two million students are estimated to graduate with a bachelor’s degree this year. As they enter the job market and evaluate the employment opportunities before them, it’s a good time to remember that the perfect job should be about more than just salary. The American Institute of CPAs (AICPA) asked young millennials who graduated […]

How to navigate the digital age

We know that disruption is upon us. Not later, not soon, but right this instant. We’re already in the digital age and the profession is changing fast and challenging our minds to keep up. However, we still need a bit of help with some aspects of disruption. For example, what skills and mindsets will help […]

How to navigate the digital age

We know that disruption is upon us. Not later, not soon, but right this instant. We’re already in the digital age and the profession is changing fast and challenging our minds to keep up. However, we still need a bit of help with some aspects of disruption. For example, what skills and mindsets will help […]

3 steps to reimagining your firm’s culture

Paid time off. Affordable health care plans. Employer-sponsored retirement funds. There’s a lot the modern worker evaluates when considering where they’ll spend their 40-plus hours a week. But more and more, potential employees are looking at another variable when choosing where to work: company culture. According to a 2018 LinkedIn survey, 70 percent of professionals […]

How to stay on track to accomplish your 2019 goals

It’s time to assess those goals Remember when 2018 was coming to a close? You were thrilled about the new year ahead. Fully living in the “new year; new me” theme, you made a list of your top goals for 2019. You broke them down into pieces and vowed to tackle them incrementally. You remember! […]