November 2017

IRS Releases 2017-2018 "Business Plan"

Dan Shiffrin

On October 20, 2017, the IRS issued its 2017-2018 Priority Guidance Plan (PGP), often referred to as the IRS “Business Plan.” The PGP outlines guidance projects the IRS and Treasury Department hope to complete during the period July 1, 2017, through…

Succession, Partner Buyout, and Valuation: 12 Best Practices

Gary Adamson, CPA

Succession planning has been and continues to be a significant issue for CPA firms, particularly as baby boomers retire at an accelerating rate. Yet recent surveys show that more than half of multi-owner firms lack a written succession plan. Here are…