Strategic Use of Leverage in CPA Portfolios
Imagine moving a massive ship singlehandedly. Sounds far-fetched, but ancient accounts say the Greek mathematician…
Blended Families and CPA Practices: Navigating Estate Planning
Imagine spending thirty years building a thriving CPA practice, carefully nurturing client relationships, and gradually…
How to Monetize Illiquid Assets as a CPA Practice Owner
As a CPA practice owner, you’ve devoted years to building your business. But have you…
How to Utilize Opportunity Zones in 2025
Have you ever heard of Opportunity Zones? Established as part of the Tax Cuts and…
Can Your Estate Pay Its Bills? Why Liquidity Matters
As a CPA practice owner, you know numbers—but have you run the numbers on your…
Strategic Exit Planning for CPA Practice Owners: Maximizing Practice Value
As a CPA, you’ve probably seen your share of business transitions – some smooth, some……
How to Save in Taxes When Selling Your Practice via QSBS Exclusions
CPA firm owners know the drill: when you sell your practice, you’re looking at a…
7 Accounts CPAs Need for Retirement
Over your career, you’ve probably accumulated quite a collection of financial accounts – maybe more…
2025 Retirement Plan Updates: New Opportunities for CPA Practice Owners
New year, new financial landscape. As we step into 2025, CPA practice owners are facing…
Estate Planning Strategies for CPAs in 2025
Estate Planning Strategies for CPAs in 2025 2025 brings in big news for estate planning,…
How CPA Owners Can Leverage CRTs and CLTs
If you’re a CPA practice owner and a regular reader of our blog, you’ve likely…
Is Your CPA Practice Ready for Financial Emergencies?
In our last article, we discussed how much cash reserves you should keep as an…
