CPA Practice Management 

Improve your bottom line and plan for growth. 

Recent Developments 

Tips on Reopening Offices Responsibly


Watch Now

Meredith Toole of Talent Point Consulting discusses attracting and retaining talent in this quick video series.

More:

Using Stay Interviews to Retain Top Talent

How Career Paths Can Help Millennials Grow in Your Company


Practice Management Guidance

  • IRC 355: Understanding the Basics of a Tax-Free Spin-off

    One disadvantage of forming a Subchapter C corporation is the unfortunate reality of “double taxation.” The first level of taxation occurs when the business pays corporate income taxes on its profits. The second level occurs when the previously taxed profits are distributed to shareholders as dividends. Even if the corporation does not have sufficient cash flow and decides to distribute property that has appreciated in value to its shareholders, the tax is typically unavoidable.
  • Getting Off on the Right Foot with Form PA-100

    In the past, Liability Lessons has examined the teamwork required when multiple professions and disciplines interact with a single client. In this column, the focus is on team play at a very specific moment in the life of a business: the moment of conception. This is a particularly sensitive moment from the standpoint of professional risk.
  • Building a Core Competency in Mergers and Acquisitions

    At many middle-market companies, mergers and acquisitions (M&A) are few and far between. But if your company’s strategy includes growth by acquisition, M&A needs to be a core competency. Fortunately, this does not require staffing a large internal transaction group.


Practice Management Blog Posts

  • Make Your Tax Practice More Productive

    Whether you’re knee-deep in tax season or in the planning, you do not want to grow complacent when it comes to firm productivity and client tax goals. Enhance productivity and efficiency so you can walk through tax season prepared and confident.
  • Be Careful if Considering Mandatory COVID-19 Vaccination

    With the arrival of several COVID-19 vaccine options, guarded optimism is rising within the business community as companies choose the best course of action. In fact, sweeping imposition of mandatory vaccines is not prohibited by the U.S. Equal Employment Opportunity Commission. But is that course prudent?


Free Tool of the Month: Overview of SBA Loans

The economic landscape for many small businesses has changed dramatically because of COVID-19. If your business has been affected, loans from the Small Business Administration (SBA) may be able to help you stay afloat, pay your employees, and cover other expenses. Use this side-by-side SBA loan overview comparison to analyze your options.

This tool is an example of the turnkey practice management tools and resources PCPS delivers. Find out if you are already a PCPS member or register for a virtual tour to learn more.

On-Site Training
Any of the sessions you see listed here can be brought directly to your office. Contact us for details about on-site training and for a price quote.

Request Info

Firm Culture and Its Impact on the Future of the Firm

Firm Culture Report

Explore PICPA's comprehensive report on employee benefits, firm values, generational differences, the talent pipeline, and succession planning.

Read Now