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…
Are You Holding Enough Cash Reserves?
If you’re focused on building as much wealth as possible, it can be tempting to…
Safeguarding Your CPA Partnership with a Buy-Sell Agreement
With over 4.4 million partnerships in the U.S. alone (and $3.9 trillion in income passed…
Protecting Your CPA Practice Before Retirement: The Importance of Key Person Insurance
As a CPA practice owner nearing retirement, you’ve likely devoted significant thought to your exit…
The HSA vs the HRA: Which is Best for Your CPA Practice?
Health insurance is a big deal. About 50% of employees say that health insurance is…
Optimizing Your CPA Practice’s Benefits Before Year-End
As a CPA, you’ve mastered the specific accounting or tax challenges within your niche practice.…
