today's features
pro member exclusive

yes, midsize accounting firms can provide cybersecurity

keys against background of data

seven services you can offer.

by domenick j. esposito
 8 steps to great

technology has become crucial to business success, as it allows businesses to

  • feverishly collect vast quantities of data,
  • qualify the value of that data and
  • employ that information to benefit their customers.

more by domenick j. esposito
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businesses are forming relationships with their customers and, in turn, are being entrusted with even more information that translates into fine-tuned marketing approaches with greater returns.
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featured video

hansen: no one’s too rich for a backdoor roth | the concierge cpa

understand the legal tax hack the irs actually wants you to use.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

in a recent edition of the concierge cpa podcast, host dr. jackie meyer and guest acen hansen delivered a detailed, no-nonsense exploration of using the backdoor roth ira and the mega backdoor roth to harness tax-free growth — particularly for high-income earners and those focused on legacy planning.

more jackie meyer

catch jackie meyer and other thought leaders on dec. 10 at tax season readiness: practical steps for a smoother busy season |1.5 cpe 

a backdoor roth ira isn’t a special new account — it’s a workaround. as dr. meyer, founder of taxplaniq, and hansen, a wealth advisor for legacy wealth management, explain, it allows people who earn too much to contribute directly to a roth ira to still access the benefits of a roth by first contributing to a traditional ira (on a non-deductible basis) and then converting it to a roth ira.

once the funds are inside a roth ira, they grow tax-free and — assuming account and timing requirements are met — distributions in retirement are tax-free.

for high earners with incomes above irs thresholds for direct roth contributions — which, for 2025, prohibit single filers with magi above roughly $165,000 and married couples filing jointly above about $246,000 — the backdoor roth remains a viable path.

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outlook & analysis

starting salaries in accounting must rise

every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?

plans for succession and capital are critical.

by kristen rampe
 the rosenberg survey

over the next year, more firms will feel comfortable with their position in the marketplace. either because they have completed or are in the process of a transaction, or because they determined their best option was to continue as they have been (with ongoing improvements, of course). this is unlikely to reduce the hourly calls from private equity investors just yet but will make the decision on what to do with all those calls easier.

more: the 2025 rosenberg map survey is available from 卡塔尔世界杯常规比赛时间 here.

i am hopeful that, as an industry, we will continue to increase staff starting salaries. looking at today’s economics of adult life, which many young accounting professionals are interested in, such as buying a home or starting a family, the current pay rates are insufficient. we can make the changes necessary here to continue to support communities, employees and the profession of accounting.
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pro member exclusive

how to offer a virtual family office

portrait of rob santos
santos
 rob santos is ceo of arrowroot family office, which he founded in 2013, and of arrowroot advisors, an investment bank focused on m&a for software-based companies. he works with affluent families providing bespoke family office services.

four paths, plus tips on clients.

by rob santos
the holistic guide to wealth management

at a california society of cpas conference our firm attended, a panelist said that before he made the transition to wealth management, he was very reluctant to register as an investment advisor. why? because he thought that registering would be too much trouble.

“eventually i made the decision to set up a separate ria firm,” he said “because as a cpa, we are regulated by the california board of accountancy. i didn’t want to also have another regulator, whether it was the state of california or the sec, in my accounting firm.”

more rory henry and the holistic guide to wealth management
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that cpa-turned-advisor hasn’t looked back since. he told us later that he only wished he had set up his registered investment advisor many years prior. by setting up a separate firm he must be “very careful” about which hat he is wearing. “i don’t want to be a registered investment advisor in my accounting firm,” he said, “and i don’t want to be an unregistered cpa in my advisory firm.” he also told me there are very clear lines that his colleagues follow when it comes to which firm does the services for their clients. “all things considered, the obstacles weren’t all that great,” he added.
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