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    5 Tactics Used by Highly Effective Leaders in the Heat of Busy Season Battles

    Posted: February 4, 2025
    Like elite sports teams and military units, high-performing accounting firms hold their composure during times of duress. Firms with a strong culture and governance model are particularly well equipped to handle “battlefield” conditions.
  • CEO Compass - Winter 2025

    Posted: January 27, 2025
    The shortage of accountants and CPAs is becoming everyone’s responsibility. The problem will continue to grow unless critical changes are made. We are engaging with lawmakers who can help us pass legislation as soon as possible — before this crisis gets any worse.
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    3 Best Practices for Budgeting Success

    Posted: January 24, 2025
    For accountants, helping businesses navigate budgeting effectively is not just about balancing numbers — it’s about enabling them to achieve their financial and operational goals and make informed decisions.
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    How New Jersey Residents Can Avoid Double Taxation on New York and Pennsylvania Income

    Posted: January 17, 2025
    Multi-state taxation can significantly affect a taxpayer’s finances, but proactive planning can help minimize its impact. CPAs need to be aware that accurately filing Form NJ-COJ ensures that individuals receive the full credit for taxes paid to other jurisdictions, preventing double taxation.
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    Understanding and Choosing the Best IRA

    Posted: January 9, 2025
    IRAs are essential components of a well-rounded retirement plan, offering tax advantages and opportunities for long-term growth. The decision to choose a traditional IRA, Roth IRA or implement a backdoor Roth strategy depends on each person’s unique financial situation.