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Featured Webcast - Troubleshooting Affordable Care Act Issues
Watch a preview of one of our client education videos. Could your clients benefit from this video?
Client Knowledge Center
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*Portrait of a Successful Partner
Marc Rosenberg discusses 12 characteristics of a successful CPA firm partner.
The Marc Rosenberg Blog
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Specialize for Success
How one CPA has found success focusing on sports.
Solutions for CPA Firm Leaders
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*What You Should Expect From Your CEO/MP
Gary Boomer outlines the five major responsibilities of a CPA firm's CEO/managing partner.
Accounting Today
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Your Path to Higher Quality Clients
A five-step plan to get the clients your firm wants.
Ric Payne's Blog
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IRS Offers Relief for Blown Rollover Deadlines
A new revenue procedure streamlines the process of obtaining a waiver of the 60-day time limit for IRA or qualified plan rollovers.
Accounting Today
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*Don't Leave Your Clients for Dead
The VeraSage pricing model can be highly effective, but only if you're delivering the services agreed to under that model.
VeraSage Institute
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Keys to Successful Partner Retreats
Effective retreats 1) include topics that both the MP and partners want to discuss and 2) address tough issues.
The Marc Rosenberg Blog
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IRS Proposal Would Clarify Tax Treatment of Deferred Compensation
Proposed regulations would provide much-needed guidance on the tax treatment of deferred compensation under Internal Revenue Code Sec. 409A.
Accounting Today
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Leadership Pitfalls
An example of how not to inspire your team members.
Solutions for CPA Firm Leaders
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A New Model for Growth
Four ways your firm can pursue growth in our recovering economy.
CPA Trendlines
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Tax Strategies Your Clients Should Consider
Tax-related investment strategies and issues to think about.
Accounting Today
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How Personalities Adapt and Change
Myers-Briggs: a personality assessment that allows for the changing realities of work life.
ConvergenceCoaching
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Things Leaders Should Never Say
Five phrases leaders should delete from their workplace conversation.
Journal of Accountancy
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Effective Mentoring
Rita Keller weighs in on the purpose and the impact of good mentoring.
Solutions for CPA Firm Leaders
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Leveraging Social Media
Becky Livingston outlines a process for leveraging social media content.
CPA Trendlines
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Is Your Firm Innovative?
Experts weigh in on whether CPA firms have been innovative during the last 20 years.
CPA Leadership Institute Leadership Forum Report
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Does Your Firm Have a Blog?
Less than 40 percent of CPA firms have a blog. Of those that don't, only eight percent plan to start one.
CPA Leadership Institute Practice Management Survey
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Last Months Best Practices Ideas
If you didn't have time to read the entire report, read these three "can't miss" articles, which can help your firm continuously improve.
CPA Leadership Institute Best Practices Suggestions
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Published by CPA Leadership Institute, Inc.
Joel Shiffrin - Publisher, Editor-in-Chief
Dan Shiffrin - Managing Editor
Hohna Harley - Assistant Editor
© Copyright 2015 CPA Leadership Institute, Inc.
Reproduction or distribution of this newsletter is prohibited
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