4 Ways PBC Management Makes Busy Season Less Sucky
For CPAs, accountants, and auditors, busy season sucks. The stress can take a serious toll on your personal life, your relationships, and even your health. That’s because it’s hard to find time for things like diet, exercise, and those pesky “other people in your life” when you’re busy reconciling the list of outstanding client requests […]
Spreadsheets Suck, Say Clients
We all have that one friend whose door is always open to us. This person has been with you through all the ups and downs, and uneventful middle parts between. You trust this person because they’ve never let you down, their advice is always solid. What if clients thought of you as that friend? What […]
Is It Time to Renovate Your Practice?
Remember those home renovation reality shows that were all over the place in the 2010s? The formula was always the same: find the jankiest, most run-down home on the market, gut it, and somehow end up with a beautiful property that more than made up for the renovation costs upon sale. The “before” homes are […]
CPAs: 3 Ways Direct Indexing Can Help Your Clients Level Up Their Charitable Gifting
Direct indexing is an investment strategy that can help your clients take charitable gifting to the next level, potentially offsetting gains and reducing tax liabilities in ways that improve their after-tax performance—and possibly even lead to better outcomes for the charity or recipient. Using direct indexing for charitable gifting (and for other things, too) is […]
CPAs: Make Direct Indexing Your Estate Planning Secret Weapon
Traditionally, the role of accounting professionals in estate planning has been tertiary at best, with clients consulting CPAs only on the tax implications of select decisions—or simply leaving them out of the process altogether. As you’re certainly sick of hearing by now, however, today’s most successful CPAs are taking on more advisory functions, with one […]
4 Ways CPAs Can Explain the Tax Benefits of Direct Indexing to Clients
Pop quiz, CPAs: What do you tell a client who asks you about the tax benefits of direct indexing? If your answer is “Pretend I need to go to the bathroom and hope I can get one of my advisor friends on the phone to explain it to me in time,” this article is for […]