Today's Features
MERGERS & ACQUISITIONS

Merger Checklist: 34 Action Steps

https://cpatrendlines.com/2021/11/09/why-its-time-for-an-acquisition/

There are a lot of decisions to make.

By Marc Rosenberg
CPA Firm Mergers: Your Complete Guide

Most firms find that it takes three to four years to fully implement a merger. But during the first few months after the effective date of the merger, there are quite a few administrative and procedural things that need to be attended to immediately.

MORE by Marc Rosenberg
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Most firms try to get as much of a head start as possible, before the effective date of the merger.
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PRO Member Exclusive

Pssst! Remember These Nine Tax Season Resources

Happy family of four outdoors in winter clothing on snow

You can’t afford to take them for granted.

By Ed Mendlowitz
Tax Season Opportunity Guide

We have many resources and need to recognize that. And we need to treat each with its own importance. Even if you did everything yourself, you’d still need to rely on your tax software company, FedEx and the Postal Service, stationery supplier, computer consultant, the internet and email, cell phone provider and copier/scanner machine. And that’s just a few of the resources we rely on. Managing your resources well creates an aura of security and consistency to your practice.

MORE by Ed Mendlowitz
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But there are more. And they are often overlooked. Or taken for granted. Here are some more resources that need to be managed:
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PRO Member Exclusive

Why an Independent Executive Committee Member Is So Valuable

Handshake at an office meeting; five people in photo

Five considerations for bringing in an outside perspective.

By Domenick J. Esposito
8 Steps to Great

Managing partners and other senior management at small and mid-sized CPA firms are known for their entrepreneurial spirit, independent thinking and their desire to call their own shots. At the same time, firm leadership recognizes that they have developed their leadership and management skills from the school of hard knocks and their experiences at firms a good number of them joined directly upon graduation from college.

MORE by Domenick J. Esposito
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While these skills are critically important, they are, in fact, limiting as they draw upon a very narrow knowledge base and don’t draw upon a much broader universe of knowledge that is out there. How often do you hear “I wonder how other firms do this or do that?”
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AUTHORS in the NEWS

Tax Season’s Not Over: Retroactive Tax Regs, Real-Time Decisions

Register today

New CPE webinar with Bradley Burnett, this Thursday, April 2.

With Bradley Burnett
CPA Trendlines Academy

For 2025 return preparation and 2026 tax planning, there’s a whole lot more on the plate than usual. New legislation, some of it retroactive and some prospective, is a real game-changer.

NEW CPE WEBINAR with BRADLEY BURNETT
“Between the Deadlines”
Critical 2025 and 2026 Federal Tax Developments Every Tax Pro Must Know
with Bradley Burnett
Thurs, April 2, 1-4 pm ET
Register here | Learn more

Some of the new legislation retroactively applicable to the beginning of 2025 is not particularly well defined with reporting guidance. Many new elections are available. Other past elections may be newly undone.

What’s the result of all of this? A huge quandary of choices.

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