Emerging Breed of CPA Rewrites the Rules of the Profession, Smashes Old Business Models

Pisano
Pisano

‘Generation Flux’ embraces adaptability, flexibility, openness, decisiveness.

By Gretchen Pisano
The Radical CPA

With a lifelong commitment to con­tinuous learning, CPAs are some of the most willing learners you’ll ever come across.

Today’s new generation of CPA embraces adaptability and flexibility, an openness to learning from anywhere, decisiveness tempered by the knowledge that business life today can shift radically.

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Is Joint Representation a Conflict?

Ed Mendlowitz CPA The Practice Doctor Q and AMake sure they both agree and you should be OK.

QUESTION: I have a long-term tax client who is going through a divorce and have been asked to meet with both spouses (soon to be ex-spouses) to perform tax and financial planning services. Is representing both of them a conflict?

ANSWER: It has the potential to be a conflict if not handled properly. Here is an engagement letter that Martin H. Abo, CPA/ABV/CVA/CFF uses in such circumstances. It is included here with his permission.

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