Nick Duda

One powerful insight from Saul Sony’s conversation with Joseph Greco - Don’t assume accountants understand what advisors do. Show them. When advisors clearly explain their process, that’s when trust begins… and referrals follow. Watch the full conversation: https://lnkd.in/d6DWenxF #MYCPEONE #AccountingMAInsider #CPAPartnerships

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If you’re an accountant thinking about selling your practice, you might imagine handing it off to a rising practitioner or another firm owner looking to expand. But there’s another type of buyer rapidly gaining ground in the accounting world: private equity (PE) firms. While PE has traditionally focused on manufacturing and technology, it’s been steadily moving into accounting over the past several years. In our latest post, we break down how many PE deals are happening in the sector right now, and what potential advantages you could see by selling your practice to a PE firm. https://lnkd.in/gc_M3gCZ #PE

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In his latest article, Joseph Connolly, EA, Director at PKF O'Connor Davies, breaks down key nonprofit implications in the House and Senate tax proposals—including a new 21% excise tax on executive compensation, donor-advised fund limitations and a 1% corporate giving requirement. Stay ahead of upcoming changes and explore planning strategies to protect your mission and funding. Read the full article: https://bit.ly/45PfMGF #PKFOD #KnowGreaterValue #TaxReform #Nonprofits

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What is your accounting firm actually worth? In our recent AMA webinar, Doug Lewis and Bob Lewis answered live questions from firm owners about valuation, succession planning, and what buyers are really looking for. They shared practical insights to help you better understand the value of your firm and how to plan for the future. Missed it live? The replay is now available. Watch it on demand 👇 https://lnkd.in/gDKnTpiZ

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💡 Private equity can accelerate your firm’s growth, or change its DNA. Before you sign on the dotted line, ask the questions that protect your culture, control, and long-term vision. Hollinden’s Private Equity Readiness Guide gives accounting firm leaders 80 strategic questions to spark leadership discussions and strategic planning. It’s not the decision that defines success — it’s the insight behind it. 👉 Download your copy here: https://hubs.ly/Q03PNGzV0 #PrivateEquity #AccountingFirms #Leadership #MergersAndAcquisitions #ProfessionalServices #FirmGrowth #StrategicPlanning

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Most leadership teams have access to more financial data than ever before—so why do key decisions still feel unclear? LSL Partner Lacy Willis, CPA, JD, CFE, CVA, explores how focusing on the right signals—like break-even thresholds, capacity, and margin performance—can bring clarity to growth decisions. A Fractional CFO helps connect those signals to real decisions around hiring, pricing, and investment. It’s a shift from reviewing numbers to using them with intention.

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The talent crisis in public accounting is real. People are retiring. People are burning out. And those who are still genuinely happy in the public sector aren’t easy to find. Bryce Hollingsworth sees this reality every day. On one side, she works with firms across the country at different stages of growth—each with their own priorities, timelines, and hiring pressures. On the other, she speaks with candidates at every stage of life: early-career professionals aiming for partner, parents seeking a healthier work environment, and senior talent ready for their next chapter. It’s a lot to navigate. But when a candidate accepts an offer—and a firm finally exhales because they can grow again—that’s what makes it worth it. If your firm is feeling the pressure of the talent shortage in public accounting, you don’t have to figure it out alone. 🔗 Link in bio. #CPAfirms #AccountingRecruiting #TalentCrisis #WhiteTigerConnections #PublicAccounting

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🚨 Most investors never hear about these write-offs — until it’s too late. In this new podcast, Toby Mathis sits down with cost segregation expert Chris Streit to break down two high-impact depreciation strategies most accountants overlook: 🔹 Partial Asset Dispositions (PAD) 🔹 Qualified Improvement Property (QIP) Here’s why this matters ⬇️ 🏗 PAD lets you fully write off removed components, like an old roof, with no depreciation recapture when done correctly. 🛠 QIP can unlock 100% bonus depreciation for qualifying improvements placed in service after January 20, 2025, including commercial properties and certain short-term rentals. The big takeaway? Cost segregation isn’t a one-and-done event. Strategic depreciation continues after acquisition, especially if you’re renovating, repositioning, or converting properties. If you’re a landlord, investor, or advisor planning improvements, this conversation could meaningfully change your cash-flow and tax planning approach. 🎧 Watch the full discussion here: https://lnkd.in/gjpsQi-a Request a fully engineered Cost Segregation Benefit Analysis: https://lnkd.in/gdxmRsT4 #RealEstateInvesting #CostSegregation #TaxStrategy #PAD #QIP #BonusDepreciation #RealEstateTax #InvestSmart #CSAPartners

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Imagine opening next year’s books only to realize that tax rules have shifted - costing your company thousands. Staying ahead is critical. Key changes for 2025: ✅ New corporate tax provisions impacting deductions and credits ✅ Adjusted depreciation and capital allowances ✅ Multi-state compliance shifts At Finacc Global Solution, we help finance leaders navigate these changes, turning uncertainty into savings. One client restructured their depreciation schedule in advance - unlocking $150k in tax benefits. Another proactively reviewed multi-state exposure, avoiding penalties and improving cash flow. Staying proactive with corporate tax isn’t optional - it’s strategic. It’s about turning complexity into a competitive edge. Which 2025 tax change affects your business the most? #CorporateTax #FinanceStrategy #USMarket #TaxCompliance #AccountingInsights

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Private equity interest validates your business model—but not your due diligence readiness. Learn how growth-stage companies build investor-ready financial infrastructure to evaluate LOIs, pass diligence, and maximize outcomes.

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Tax season doesn't have to be a drain on focus or capital. For the entrepreneurial leader, compliance is a strategic function, not just an administrative one. Here is your operational checklist for ensuring compliance and protecting your venture's bottom line: ✅️Stay Informed | Tax codes evolve. Proactively monitor relevant changes that impact your structure and industry. ✅️Maintain Impeccable Records | Implement a system for tracking every transaction. Clean data is non-negotiable for accuracy and audit readiness. ✅️Engage Expert Counsel | A strategic CPA or tax advisor is a capital allocation that mitigates risk and uncovers opportunities. ✅️File with Precision, On Time | Calendar deadlines are fixed. Establish internal protocols to ensure timely and accurate filing. Building a compliant business isn't about bureaucracy—it's about creating a stable foundation for sustainable growth and investor confidence. Master the operational fundamentals. For a deeper dive into the legal frameworks that underpin business success, explore Know My Legal: Business Law for Success (https://lnkd.in/dqG8msY9)

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[NEW PODCAST EPISODE] https://lnkd.in/dcwiGP_t How do you scale a CPA firm, invest in technology, and compete with private equity—without losing your culture? In this episode of The Independent CPA Firm Podcast, David E. Kells Jr. sits down with Sara Dayton, CPA and Stephanie Wilkinson SHRM-CP, SPHR, PAFM of Lumsden McCormick CPA to break down how they’re building a high-performing, people-first firm—while staying independent and growing fast. In this episode, you will be able to: • Understand how a strong culture directly impacts retention, growth, and firm performance • Learn how to evaluate and invest in the right technology without overcomplicating your stack • Discover how firms are using AI to improve efficiency while shifting toward advisory work • See how offshoring can be used strategically to balance workloads—not just reduce costs • Identify practical growth strategies—from organic growth to selective M&A—without sacrificing culture Listen to the full episode of The Independent CPA Firm Podcast to learn how to scale your firm the right way—without giving up control! #CPAFirms #AccountingLeadership #FirmGrowth #AIinAccounting #TalentStrategy

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Choosing the right equity-based compensation requires understanding how different awards change in value over time. In this article, Stout professionals provide a comparison of four key award types to create a clear decision framework for boards and compensation committees. Read the full article to see which structure best fits your company's interests and prospects. https://hubs.ly/Q041Q6Hx0

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