Silence
A post on Twitter by Petteri Tarkkonen reminded me of the value of silence. Tarkkonen said, “Silence is sometimes the answer.” That brief quote …
A post on Twitter by Petteri Tarkkonen reminded me of the value of silence. Tarkkonen said, “Silence is sometimes the answer.” That brief quote …
This month’s post is actually a repost of a blog written by Rita Keller covering some valuable information provided by Allan Koltin in an interview. It …
I facilitate a lot of partner strategic planning retreats. Yes, it is often like herding cats. I find that some firms are disciplined about their retreats. …
We have just finished another tax season (unless you are in Texas, Oklahoma, or Louisiana). You wonder if you have served your clients well. You try to do your …
Be sure you are talking to your clients about estate planning. The following is from the AICPA. AICPA: Five questions to ask to keep the IRS off your estate No …
During my many years working in public accounting and my many years of consulting with CPAs across the country, I have met all types of accounting firm …
In 2020, you may, or may not, have had a strategic planning retreat. I have observed that retreats during 2020 were not as efficient and productive as retreats …
I have been involved and facilitated CPA firm partner strategic planning retreats for several decades. These important meetings are critical to the future …
During my many years in the role of managing partner of a growing, progressive CPA firm, I had many variations relating to my position description. As part of …
I am very proud and honored to have been involved in the following. It was especially nice that I could serve both sides in the merger. Here’s the press …