CPA Firm Succession Planning
Sell to a Company or Find the Heir-Apparent Within? More and more of my accountant colleagues are looking ahead. Regardless of their proximity to retirement,
Sell to a Company or Find the Heir-Apparent Within? More and more of my accountant colleagues are looking ahead. Regardless of their proximity to retirement,
How to Keep Production High, Even with Fewer Employees As we enter “the thick” of tax return season, the strains on CPAs’ and accounting firms’
When Should You Convert Pre-Tax Retirement Investments to Post-Tax IRAs? By Jeffrey Manzella, CFP®, AIF® For most of our professional careers, the conventional investment wisdom
Recruiting and Retention Strategies to Grow a Small Firm Amid “The Great Resignation” By Jeffrey Manzella, CFP®, AIF® The headlines are real, and the moment
When you first started your job, you signed a bunch of new employment papers and within that stack of documents, you likely enrolled in your
The average human experience in America is to be born, go to school, go to work, then retire. We spend most of our adult lives
You board the plane, the pilot says over the speaker, “ladies and gentlemen our instruments are down, I know you want to get to San