today's features

kinder: put vision before numbers | holistic guide to wealth management

trust outlasts spreadsheets.

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by rory henry cfp®, bfa™
for 卡塔尔世界杯常规比赛时间

like cpas, financial planners have long been associated with numbers people. they’re highly trained to use mathematics to address a client’s risk tolerance, goals, time horizons, and a magic “retirement number.” but george kinder, founder of the kinder institute of life planning, argues that most practitioners are overlooking the most obvious skill needed to be a successful advisor: listening. 

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“too many advisors take the math-first approach,” kinder says. “instead, they should be doing deep listening and building trust with clients to help them construct their ideal life. only when that’s established should the math and money decisions be introduced.”  

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are you solving too many problems?

man with six arms handling various aspects of business

choose leadership over management.

by anthony zecca
leading from the edge

one of the biggest obstacles to a firm realizing its potential, its partners and staff realizing their potential, and a firm leader maximizing his impact on the trajectory of the firm is when the line between leading and managing gets blurred.

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too often, center leaders believe their job is telling everyone what to do and how to do it (managing things) versus providing the tools, authority and clarity on the firm’s strategic objectives and then getting out of the way (edge leadership). leadership at its most basic level is about inspiring everyone toward a common shared vision and ensuring that the decision-making hierarchy is clear and consistent within the firm’s mission and core values. edge leadership is not about tactics and how things are done, but about making sure everyone is doing the right things, with accountability for results.
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bissett bullet: compete solely on outcomes

today’s bissett bullet: “if a potential client is with a firm that has done a good job recording their past, let’s applaud that. we’re still the right choice for their future.”

by martin bissett

just like in politics, it’s so easy to disparage the competition rather than provide solutions. we often ignore the fact that the business owner we are talking to is the one who chose the competition in the first place. by disparaging the competition, we are disparaging the client’s decision-making abilities and suggesting that they would not be clever by choosing us either.

when we find an accountant who has done a genuinely good job, let us congratulate our prospect for having partnered with a strong professional organization and not lose sight of why no matter how good they are, we are better.

today’s to-do:

let’s understand before we ever get to a meeting with the prospect how we are likely to be superior as a commercial choice for this business. we should not be competing on price, we should not be competing on services, but we should always be competing on outcomes.

see more bissett bullets here

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disguised tax hikes are back on the table | quick tax tip

this stealthy tax rule could hit clients starting in 2026.

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4impactdata: 10x your advisory.
not your headcount

quick tax tip
with art werner
cpe today

every tax bill hides a few surprises, and the obbb is no exception. according to tax guru art werner, one of those surprises could wallop high earners through the quiet return of the pease limitation.

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in the newest episode of quick tax tip, he breaks down this often-overlooked provision, its history, and what it could mean for your clients.

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bootleggers, baptists, & cpas: rethinking licensure | arc

the accounting profession faces a reckoning as leaders debate whether cpa licensure protects the public—or stifles innovation and diversity.

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4impactdata: 10x your advisory.
not your headcount
accounting arc

with byron patrick and donny shimamoto
center for accounting transformation

licensure is one of the bedrock features of the cpa profession. but what if that bedrock is actually quicksand? in a provocative episode of accounting arc, hosts donny shimamoto, cpa.citp, cgma; and byron patrick, cpa.citp, cgma,  sit down with noted author and thought leader ron baker to ask: should cpas even be licensed at all?

more accounting arc: cpa firm ownership under firewalking violation: when showing your cpa gets you in trouble | audit bags to tiktok tags, gen z talks success | students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes | more admins, fewer students, no planwhat career advice gets wrong for gen z – and how to fix it |your identity is not a liabilitywhat happens in vegas… gets reported on a tax returnburnout, be gone: accounting needs a boundary breakthroughthe ultimate business hack you’re probably ignoringresilience, real talk, and the road to mental wellnessblockchain could still reshape accountingwhat gen z wants from business | firm differentiation depends upon client service

baker begins with a history lesson, tracing professions back to ancient babylon and the code of hammurabi. a profession, he explains, rests on three pillars: a common body of expertise, autonomy with exclusion, and a duty of service to the public. by that definition, he argues, not all licensed occupations—such as florists or interior decorators—qualify.

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