FYI

Newsletters & Communications

Recent newsletter and communications recently sent to clients and contacts from Abdo.


Nonprofit Newsletter [ Sent Jan 3 ]

Featuring xx,xx,xx

Government Newsletter [ Sent Jan 3 ]

Featuring xx,xx,xx

 

Abdo Insights

Shareable Content

How to prepare your closely held business for an internal succession

Transitioning your business to a family member or longtime employee can be a way to keep your company independent while creating a rewarding experience for all. If you’re envisioning an internal succession, here are a few things you can do now to facilitate a smooth transition.

Offering Your Employees PTO Payouts or Carryovers? Don’t Forget About Constructive Receipt

Constructive receipt is an IRS tax doctrine that dictates when employees should recognize income related to non-cash wages, including PTO. Learn about the specific implications for employers that offer PTO benefit payout or carryover.

Change Management Series: How to Achieve Sustainable Change

You’ve figured out potential solutions and devised a plan for bringing them to life. Now, how do you make your change happen? Read this third in our Change Management Series to get tips for implementing a change.

Spotlighting Issues in Your Firm Using Strategic Data Analytics Part 2: Capacity

The work we do as CPA firms is constantly in flux, which makes gauging staffing capacity a constant challenge. The line between over and under budget is a hard one to walk. Yet knowing where we stand capacity-wise lets us determine if we need to accelerate or decelerate our hiring or reallocate staff members. This is where our strategic data analytics solution, Compass, has proven invaluable.

Addressing adopted children or stepchildren in your estate plan

To ensure your desired treatment of adopted children or unadopted stepchildren, you and your spouse or partner must clearly communicate your plans through wills, trusts and other estate planning documents.

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For Your Clients

Swag Item of the Month

Check out this custom Yeti water bottle that is now available for clients and prospects. Submit a marketing request ticket to request a water bottle for a client or prospect.