Is Mandatory Retirement Still Legal?

Is Mandatory Retirement Still Legal?

  Laws seem to be moving towards making mandatory retirement illegal due to age discrimination.  Can CPA firms still safely provide for mandatory retirement in their partner agreements? Let’s be clear what mandatory retirement means in practice. The extreme definition,

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Alternative Facts: How Partners Stretch the Truth

Alternative Facts: How Partners Stretch the Truth

A presidential advisor known by all infamously invented what is now an everyday term.  When asked to defend blatant lies, with a straight face, this advisor said the falsehoods were “alternative facts.” Partners and their firms aren’t immune to creating

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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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