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Financial planning is often mentioned as an advisory service accounting professionals should offer clients. However, additional licensing is usually an issue for CPAs. You may be wondering what services you can offer and how it fits in as a billable business service. Here, expert Bryce Sanders discusses the types of planning you'll be able to help your clients with.

It is not news to CPAs and their firms that the profession began undergoing an enormous consolidation a few years ago, which is expected to accelerate over the next several years.

Ryan C. Sheppard, CPA, CFF was named a Fairfield Man of Influence in the June issue of Fairfield Lifestyle.

A Deloitte survey finds that C-suite leaders are beginning to take wellbeing more seriously, and that could serve everyone well – including leaders themselves.

Over 90 Whittlesey team members across Connecticut and Western Massachusetts celebrated Community Day, an annual day of service representing the firm’s year-round commitment to giving back to local communities. For the past twelve years, hundreds of Whittlesey volunteers have put aside their daily work to partake in various projects ranging from painting classrooms to building homes.

The Accounting Scholarship Foundation of the Connecticut Society of Certified Public Accountants (CTCPA) presented more than $45,000 in scholarships at the CTCPA Recognition Reception held recently at the Wallingford Country Club.

We know what you’re thinking: Can a simple client conversation really save my firm? It can and Jetpack Workflow CEO David Cristello tells you why it matters, what you can learn, and how to maximize the experience for your benefit and your theirs.

A U.S. accounting firm is not prohibited by a White House executive order regarding U.S. sanctions against Russia from providing tax advisory and preparation services to the U.S. subsidiary of a Russian company in certain scenarios, according to guidance issued Thursday by Treasury's Office of Foreign Assets Control (OFAC).

Finance will have to learn to trust technology more and obsess over data accuracy less, say Gartner analysts.

The latest annual Deloitte Gen Z and Millennial survey rates cost of living, climate change, and work/life balance among younger workers’ top concerns.

Communication, data analysis, and tech savvy are just some of the core skills needed to further the company's mission.

Adam O’Feeney, CPA, and senior manager at CironeFriedberg, LLP, joins the prestigious list of accomplished awardees of the 2022 Fairfield County 40 Under Forty award.

When accountants and tax pros accept all client demands and fail to establish clear boundaries, they risk taking on more work than they can handle and typically at low pay. And during a crazy tax season, it’s far too easy to run yourself ragged and neglect your own needs.

You might have business-owning clients who are using or thinking about using cryptocurrency in their business transactions, and these clients will need your expertise to deal with crypto tax compliance and to make strategic moves.

Before the COVID-19 pandemic, career coach Amber Setter worked with ambitious clients who were on an energetic career path, vying for promotions in their organizations by increasing productivity and working long hours.

Celebrants in the US, Canada, Brazil, Hungary, Australia, and Greenland observe Pride month in June. Examples of Pride Month ideas for the office include LGBTQ+ historic sites and landmark visits, charity donations, and office decorations. These activities aim to help teams reflect on sexual orientation inequities. Pride Month office activities will also help your workforce make meaningful actions in eliminating workplace discrimination.

The plunging value of many cryptocurrencies and nonfungible tokens has led to worries about the tax implications faced by crypto investors and companies.

Even if your plans are years down the road, you must start mapping out an effective succession or transition plan early to enable you to realize the full value of the work you put into your firm.

The Connecticut Society of Certified Public Accountants (CTCPA) honored Susan A. Martinelli, CPA of Southington with the 2022 Jack Brooks Leadership Award recently at the CTCPA Annual Meeting.

The Internal Revenue Service has enhanced its “Where’s My Refund?” online tool, introducing a new feature this week that enables taxpayers to check the status of their current tax year and tax refunds for the two previous years, as the agency continues to come under fire for processing backlogs from 2021.