contents
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5
6
8
11
16
18
22
26
30
35
44
54
editor’s desk
Tax reform hits the campaign trail
profession watch
practice profile
Step-by-step firm start-up, with Atlanta CPA Sam Levy
spotlight
Having the government as a client
Wealth Magnets: Top Firms by AUM
Our annual ranking of the top CPA financial planners
opinion
Too late for FASB on private company standard-setting?
tax practice
The boom in IRS notices
Tax Strategy: The latest on offshore disclosure
assurance
Building a better GRC system
The Spirit of Accounting: Frontendophobia
financial planning
PFP clients need you to help with all their risks
technology
Case studies: Mobile computing
Software review: Workflow and document management
Boomer’s Blueprint: The 1% Solution
special report: Firm of the Future
Putting a value on what your staff know
practice resources
Choose the right clients for a client service plan
Being unreasonable is a perfectly reasonable approach
re:Marks: 21st century communications
accounting tomorrow
A Louisiana firm helps staff pass the CPA Exam
otherresources
17;Letters
34;VAR News
44;M&A Watch
48;New Products: Software
49;New Products: Books
53;Advertiser Index
What’s in their heads?
— see our “Firm of the
Future” special report
on page 35
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New slideshows: Our favorite accounting
scandals of all time — there’s so many we
had to break them up!
Video highlights from our
2011 “Meet the Editors”
dinner
Video interviews:
Tax editor Roger Russell
sits down with the IRS