TECH SURVEY: Email Moves to the Cloud

Exchange servers and outside hosting services increasingly popular for CPA firm email systems. Learn more.

Accountants move email systems to the cloud.

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By CPA Trendlines 
Accounting Firm Operations and Technology Survey

More of America’s CPA firms are choosing externally hosted email systems over internal exchange servers, according to the Accounting Firm Operations and Technology Survey from NMGI and Insight Research Group.

Between 2014 and 2015, the number of firms using their own exchange server for emails dropped significantly from 47 percent to 38.3 percent.

In a parallel shift, the hosting of email outside the office increased from 53 percent to 61.7 percent. READ MORE →

Partner Disability: Worse than Death?

Mature male patient playing a mobile on bed in hospital.The willingness to return to work may outstrip ability – then what?

By Marc Rosenberg
Retirements & Buyouts

You’ve probably heard the saying “Disability is worse than death.” The point is that both death and disability are horrendous, catastrophic events.

MORE ON BUYOUTS: Even Partner Agreements Must Face Death | 6 Ways to Leave a CPA Firm (Retirement’s Just 1) | How to Juggle Tax Considerations for Partner Retirement Benefits | Two Ways to Retire, and One’s Not Pretty | Mandatory Retirement Varies by Firm Size | Mandatory Retirement? 4 Reasons The Firm Comes First | How to Transition Clients from Retiring Partners | You Want Goodwill Payments? Give Proper Retirement Notice | Retirement Plan Funding? What Funding? | Retirement Vesting: The Devil’s In the Details | Compromise Is In Order for Some Goodwill Payouts

But the handling of issues related to death – for all parties concerned – are more straightforward, both personally and financially, than in the case of a disability. READ MORE →