2020 Outlook: Balance Advisory and Compliance

3 solid strategies.

By Carl George

Tax reform – opportunity or burden?

MORE: 2020 Outlook: Talent Shortage Drags On | Demand Is High | Business Development Goes Borderless | Data Import on the Rise | Becoming the Most Valuable Advisor | Top Three Tips for 2020 Success | Where Do You Want to Be? | Dicey Disruptions | Upstream Mergers | Staffing Gets Creative
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The prevalent theme throughout the 2019 tax opportunity season was “…the hardest tax season that I have ever encountered!” System issues. Cyber issues. Tax reform. Changing/last-minute regs.

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Carl George

Head shot of Carl George

About the Author

Since his retirement from CliftonLarsonAllen in December 2012, Carl George continues his work on practice management issues as a consultant to CPA firms through Carl George Advisory, LLC, formed in January 2013.

When Carl started with Clifton Gunderson in 1971, the total firm value was $1.8 million, and when he stepped out of the CEO role in a planned succession in 2009, Clifton's volume was $250 million. Carl served 13 years as COO and 16 years as CEO of Clifton Gunderson, with his last three years as Senior Executive Partner focused on CPA firm acquisitions and consulting with CPA firms. Carl was part of the team that completed the CliftonLarsonAllen (CLA) merger (combined volume of $550 million) in January 2012.

As CEO for Clifton Gunderson, Carl was recognized numerous times by Accounting Today as one of the Top 100 Most Influential People in Accounting. He is a former board member of the American Institute of Certified Public Accountants (AICPA) and is passionate about solving the nation's financial literacy crisis, having chaired the AICPA National CPA Financial Literacy Commission for five years. He also served on the AICPA MAP committee for six years, three as chair, and has served as a speaker or moderator at many conferences and retreats on practice management issues and solutions.

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