Pearls of Wisdom from Elite Think Tank

Pearls of Wisdom from Elite Think Tank

The New Horizon Group, a CPA industry think tank, has met annually for the past 15 years to brainstorm and debate, as well as analyze top issues, present and future trends. Generously hosted by the AICPA, the group met recently

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Meet Greg Burbach-A Truly Innovative MP

Meet Greg Burbach-A Truly Innovative MP

Our MP Roundtable recently spent a morning with one of the most innovative MP’s I’ve met in recent years – Greg Burbach of $60M Honkamp Krueger, Dubuque, IA. Here are some key takeaways from his talk. Client relationships. We encourage

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Creating a Strong Firm Culture

Creating a Strong Firm Culture

Our MP roundtable recently spent a morning with one of the most dynamic and inspiring CPA firm HR directors I’ve met in quite a while – Sarah Baltzell of $30M Peterson Sullivan in Seattle.  I love Sarah’s motto in life:

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Successful CPA Firms: The Common Denominators

Successful CPA Firms: The Common Denominators

Our good friends, Kelly and Mike Platt of INSIDE Public Accounting were kind enough to interview me for their fabulous newsletter.  They asked my advice on leading-edge practice management.  Highlights: What are the common denominators of successful firms? Growth, marketing

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The IRS Mess

The IRS Mess

CPAs nationwide are outraged, frustrated and fed up.   The  U.S. government’s revenue collector is in chaos and no solution is imminent. CPAs representing their clients can’t reach IRS agents by phone and spend hours dealing with inexperienced and over-taxed

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Merger NDAs: Don’t Sweat the Small Stuff

Merger NDAs: Don't Sweat the Small Stuff

The issue:  In a merger where each firm signs an NDA, there’s a  provision that precludes the buyer from soliciting the seller’s clients, with language similar to this: The parties agree that during discussions relative to a possible Transaction and

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