Partners in Accounting

Most important piece of advice you'd hand down to someone you're mentoring regarding becoming partner?

Did you make a "Resolution" for this year? If so, what was it? I'm working on spending more time with my family, and staying away from tech to the best of my ability on Sundays.

How is the current madness around Omicron affecting your firm? Are you implementing or changing policies to address it? Know this is a touchy subject, just taking a pulse.

🎇What’s your biggest win from 2021?

Drop it below, let’s celebrate 🥳

No judgment tax question. Would a covered deck extension and repair to be used for work purposes (home office) be classified a deductible business expense? Need guidance.

🎄How do you plan to recharge over the holiday? Are you taking time off? Do you plan to reset or rest at all before the New Year?

Drop your plans or ideas below! 👇

Newer partner and first time having extra money to invest. I’ve maxed my 401k contributions past few years and currently have the rest in a brokerage account. I’m planing for a lot more contributions … more

What are salaries for a tax principal in hcol? This is for non-equity.

Holiday gifting....what do you do for it at your firm?

Here me out: if we all fired the worst 10% of our clients would that solve the talent problem so we can stop poaching people at inflated salaries and get back to work? Don’t worry about those 10% - th… more

Clients with toxic cultures: how have you dealt with them? We have a compliance client with a serious culture issue- they regularly throw each other and our team under the proverbial bus, throwing esc… more

When did you retire/do you plan to retire? What did you make sure to have in place first? Any advice to the next generation?

What's your best advice for someone who wants to make Partner and is early in their career?

It's that time...🦃

What's one thing you're grateful for in your life or career at the moment?

Drop it below! 👇

Have you noticed inflation and the general chaos we're moving through affecting your business and firm? Just asking for different perspectives here, not a political discussion.

Looking at fee increases for 2021 tax compliance and probably going for 10% increase with most clients to account for increases to wage levels this year. I’m expecting to negotiate down to 5-8% on som… more

What are you doing for holiday gifting?

Have you been experiencing the "great resignation"? If so, how have you dealt with this and what, if any, changes has it meant?

Does anyone have any insight regarding the payment structure of a Non-equity partner in a mid-sized regional firm? I was offered a non-equity partner position but the comp package was 80% of total pai… more

For US locations of Big Four firms, please indicate your covid vaccine policy and effective dates for when those policies started.

Do most of the big 4 have a pension still for partners? I thought I heard most got rid of them recently.

Anyone else tired of the assumption that because you’re a partner you have to think a certain way and believe certain things. I’m talking about wokeness, work from home, and the recent ever constant … more

I work a midsize regional firm and, no surprise, we are hemorrhaging staff. And it’s the good ones leaving. Some for family offices and industry positions, which I can understand. But others for sm… more

In a perfect world, I would have work-life balance and be able to disconnect on a somewhat normal basis. In this world, I can't Are there other ways you fully unplug from work without actually tak… more

I never want to hear the words “leaning in” on another partner call

What is your go-to outing for entertaining clients and prospective clients?

Has anyone in partner ranks been able to take an actual, fully disconnected vacation of at least a full work week in the last 18 months? Genuinely curious.

Anyone consider a fully remote director or partner role?

Best tips on preparing a biz case at EY?

Please share your thoughts on the Associate Partner role at EY. I’m considering a role and this is on the table. Trying to understand how it compares to a Director role and the typical path to an equi… more

I started a firm with three other colleagues about a year and a half ago. We all came from the same bigger firm and now obviously we are considered a very small. We want to make our first hire and hir… more

MD/ED at B4 M&A Tax have been approach by a recruiter from another B4 about talking with them about being a direct entry partner. How does one prepare a CV for this type of move?

I just heard of an employee claiming constructive discharge due to having to work from home?
In this case the physical office closed permanently but what a can of worms in the current environment if th… more

How many days of PTO do you take? I’m a second year partner and have struggled to step away for more than a couple of days at a time. I take around 15 days total for the year. This is a mentality carr… more

Who is taking a home office deduction? What kind of amounts? If you decided not to- why not?

What Happens When Mental-Health Issues Get in the Way of Work - The Wall Street Journal

Anyone move from a regional firm to EY as a direct admit partner? Was there major culture shock?