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Search results

10 results found for “CPA”

Surveys & Reports
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Surveys & Reports

Learning & Events

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  • R&D tax credits for AEC firms

    R&D tax credits for AEC firms

    May 31, 2026

    By Marla Miller | AEC firms may be leaving R&D tax credits untapped simply because they do not recognize the innovation already happening in their work.

    Read
  • The power of valuation in AEC firms

    The power of valuation in AEC firms

    May 17, 2026

    By Becky Carlson | Understanding your firm’s value early can reveal growth opportunities, reduce risk, and support long-term transition planning.

    Read
  • Post-acquisition integration determines M&A success

    Post-acquisition integration determines M&A success

    April 19, 2026

    By Jeff Adams | The real work in AEC M&A begins after closing, where integration turns a transaction into sustainable growth and value.

    Read
  • Starting with the end in mind

    Starting with the end in mind

    April 12, 2026

    By Elizabeth Nilsen | Successful AEC firms treat succession planning as a strategic priority from the beginning, not a last-minute retirement decision.

    Read
  • Fix compliance gaps before they cost you

    Fix compliance gaps before they cost you

    November 30, 2025

    By Karen Poist | State licensing and tax compliance can make or break your deal, so you must plan early to protect value, avoid liability, and ensure a smooth transition.

    Read
  • Major shift in the DBE program

    Major shift in the DBE program

    November 02, 2025

    By Robert Jones | The DOT’s new rule ends automatic DBE presumptions, requiring individualized proof of disadvantage and immediate recertification for all firms.

    Read
  • FAR overhead audits vs. compilations

    FAR overhead audits vs. compilations

    October 05, 2025

    By Robert Jones | Understanding the difference between FAR overhead audits and compilations helps AEC firms secure DOT contracts and avoid costly setbacks.

    Read
  • How wealth advisors unlock M&A value

    How wealth advisors unlock M&A value

    September 14, 2025

    By Jeff Adams | Maximizing AEC M&A potential requires proactive financial planning, risk management, and trusted advisors to secure lasting success beyond the deal.

    Read
  • Why GAAP compliance matters

    Why GAAP compliance matters

    August 17, 2025

    By Robert Jones | Government contractors in AEC must understand and follow GAAP to meet compliance standards, secure contracts, and ensure accurate financial reporting.

    Read
  • Insights from the One Big Beautiful Bill

    Insights from the One Big Beautiful Bill

    July 14, 2025

    By Jennifer Nelson | New tax law creates major planning opportunities – R&D, bonus depreciation, and corporate rates shift, with key deadlines looming.

    Read
  • The hidden risk in ownership transitions

    The hidden risk in ownership transitions

    June 01, 2025

    By Karen Poist & Brad Wilson | Proactively address this blind spot early in the process to ensure your firm remains fully compliant, operational, and set for long-term success.

    Read
  • Tariffs, taxes, and turbulence

    Tariffs, taxes, and turbulence

    April 20, 2025

    By Jennifer Nelson | With informed planning and strategic flexibility, AEC firms can continue to thrive and deliver, even in turbulent times.

    Read
  • Green building cash incentives

    Green building cash incentives

    October 27, 2024

    By Rachel Lindblade | Discover how sustainable building design can drive significant cost savings in 2024 and beyond.

    Read
  • Competent financial management

    Competent financial management

    September 29, 2024 | Mark C Zweig

    By Mark Zweig | This person is at the core of what makes your business successful, however not all financial managers are competent.

    Read
  • The great talent vanishing act

    The great talent vanishing act

    March 10, 2024

    By Stuart McLendon | Facing a talent shortage exacerbated by baby boomers’ exodus from the workforce, AEC firms must innovate to succeed.

    Read
  • The urge to merge?

    The urge to merge?

    February 25, 2024 | Mark C Zweig

    By Mark Zweig | Mergers may be rare in our industry, but they could be the perfect vehicle for two or more firms that want to combine forces and grow.

    Read
  • From blueprints to bottom line

    From blueprints to bottom line

    October 22, 2023 | Will Swearingen

    By Will Swearingen, Kevin Johns & Alexis Martin | Finding extra deductions or credits will serve you now and when the time comes to transfer ownership.

    Read
  • Vision and goals: Joe Furey

    Vision and goals: Joe Furey

    June 11, 2023

    By Liisa Andreassen | President of Michael Graves Architecture, an innovative architecture and design company that provide services around the world for clients in multiple industries.

    Read
  • Disastrous changes to R&D tax credit

    Disastrous changes to R&D tax credit

    March 26, 2023

    By Dan Houf | This harmful change in tax policy is going to impact the AEC industry, and may even put many small firms out of business.

    Read
  • Inspire and lead: David Guetig

    Inspire and lead: David Guetig

    January 09, 2022

    By Liisa Andreassen | President of Galloway (Denver, CO), a firm with a streamlined process that addresses all its clients’ design needs – from architecture to civil engineering and survey.

    Read
  • Financial considerations for AEC firms

    Financial considerations for AEC firms

    December 12, 2021

    By Kevin Johns | These five financial considerations are just a few of the measures that successful AEC firms put in place to build long-term organizational health.

    Read
  • Audacious: Tom Motsinger

    Audacious: Tom Motsinger

    February 07, 2021

    By Liisa Andreassen | President and founder of PaleoWest, a heritage consulting firm that guides clients’ projects through regulatory challenges posed by prehistoric, historic, and paleontological resources.

    Read
  • Balance: Arthur Mabbett

    Balance: Arthur Mabbett

    March 09, 2020

    Chairman and CEO of Mabbett & Associates, Inc. (Bedford, MA), a verified Service-Disabled Veteran-Owned Small Business.

    Read
  • Value and respect: Carlos Penin

    Value and respect: Carlos Penin

    February 10, 2020

    President and founder of C.A.P. Government, Inc. (Coral Gables, FL), a privately held, minority-owned consulting firm.

    Read
  • Energize: Randy Curry

    Energize: Randy Curry

    December 16, 2019

    President and CEO of DBR (Houston, TX), a 150-person Texas firm that values communication and superior service above all.

    Read
  • Set the tempo: John Brusa

    Set the tempo: John Brusa

    October 14, 2019

    President and CEO of Barton & Loguidice, a full-service consulting firm headquartered in Syracuse, New York.

    Read
  • Designing tax savings for AEC firms

    Designing tax savings for AEC firms

    September 23, 2019

    The R&D tax credit is the most widely applicable and powerful tax incentive, but it’s not the only one AEC firms should take advantage of.

    Read
  • Crystallize the vision: Christine Franklin

    Crystallize the vision: Christine Franklin

    August 12, 2019

    President of CEI, a 20-year-old minority-owned engineering and contracting firm based in Miami Lakes, Florida.

    Read
  • Challenging opportunities: Dorian Adams

    Challenging opportunities: Dorian Adams

    July 08, 2019

    President of Reaveley Engineers, a national structural engineering firm based in Salt Lake City, Utah.

    Read
  • Seven secret causes of scope creep

    Seven secret causes of scope creep

    June 10, 2019

    Most AEC leaders are aware of the common causes of scope creep, but there are also some subtler internal causes to consider.

    Read
  • The best ever: P. Bradford Cheney

    The best ever: P. Bradford Cheney

    February 25, 2019

    President and CEO of CME (Hot Firm #36 for 2018), an engineering firm headquartered in Connecticut that refuses to be affordable and mediocre. By Liisa Andreassen Correspondent “If we cannot grow fast enough to provide...

    Read
  • Conference call: Jill Wells Heath

    Conference call: Jill Wells Heath

    December 10, 2018

    President and CEO of CALYX Engineers + Consultants (Hot Firm #26 for 2018), a 224-person firm based in Raleigh, North Carolina. By Liisa Andreassen Correspondent As president and CEO of CALYX, recently acquired by NV5,...

    Read
  • Blessings and curses

    Blessings and curses

    October 01, 2018

    Firms are super busy, but that doesn’t mean all is well. How are profit margins, recruiting, and employee training holding up? The AEC industry is busier right now than it has been in a long...

    Read
  • The human touch

    The human touch

    August 20, 2018

    Tax consultancy looks at people, not just price and product, to develop new business while serving existing clients. Editor’s note: Corporate Tax Advisors, Inc. is a sponsor of the 2018 Hot Firm + A/E Industry...

    Read
  • Thoughts on financial reports

    December 04, 2017

    Getting the information you need on how to run your business in a timely manner is an absolute requirement for survival and success in the A/E business today. As business owners this has to be...

    Read
  • The R&D tax credit

    October 30, 2017

    A lot of AEC firms might think they won’t qualify for the incentive, but with the increasing complexity of design, they should rethink the issue. Are you looking to be more competitive in an ever-changing...

    Read
  • Corporate Tax Advisors

    August 21, 2017

    2017 Hot Firm & A/E Industry Awards Conference sponsor is led by Dawson Fercho, a business development guy who is part social worker, part psychologist. By Liisa Andreassen Correspondent Dawson Fercho says he likes to...

    Read
  • Candidate trolls

    Candidate trolls

    April 20, 2017

    They wreck the recruiting process, and a lot of them want a great offer to use as leverage for a raise where they already work. Remember how recruiters used to sneak up and wow candidates...

    Read
  • Peace of mind

    March 27, 2017

    Succession planning is tough, but if you put a plan in place and are careful to re-evaluate as circumstances change, you can succeed. Every privately-held/family-owned business can bank on a change in ownership and a...

    Read
  • Recruiting never ends

    Recruiting never ends

    December 16, 2016

    If you think there’s too much recruiting, then you probably don’t realize there is no ‘season,’ but an unending grind. There is no preseason or final game for recruiting. A/E firms that don’t understand the...

    Read
  • Purple unicorns and mountain climbing

    October 24, 2016

    Recruiting top talent to small markets is an adventure, but with persistence, you can ride the horse all the way to the summit. As I was discussing the need for a lead architect with a...

    Read
  • Zweig Group announces Corporate Tax Advisors as 2016 Hot Firm and A/E Industry Awards Conference Sponsor

    March 10, 2016

    FAYETTEVILLE, Ark. (March 10, 2016) – Zweig Group announces Corporate Tax Advisors, Inc. (CTA) as a sponsor of the 2016 Hot Firm and A/E Industry Awards Conference held on September 22-23, 2016, at the Arizona...

    Read
  • Assembling the M&A Deal Team: When to Bring in an M&A Attorney

    June 22, 2015

    By Jamie Claire Kiser, Director of M&A Services As experts in finding buyers and sellers for architecture, engineering, and environmental consulting firms, Zweig Group’s M&A team generally speaks with business owners at the inception of...

    Read
  • Editorial: Small demotivators; big impacts

    March 26, 2014

    Being treated as a second class employee, independent of rank, is very demoralizing, Mark Zweig writes. The other day I stopped to talk with ZweigWhite’s CPA, who was meeting with our in-house accountant – a...

    Read
  • Prudent positivity seen as top characteristic for design firm CFOs

    July 29, 2011

    Press Release: July 26, 2011 FAYETTEVILLE, Ark. (July 26, 2011) – For many leaders in architecture, engineering, planning and environmental firms, a finance chief’s job goes beyond managing finances. When editors of The Zweig Letter...

    Read
  • Valuation insider: Understanding performance metrics

    July 22, 2011

    By Tracey Jeffers Principal, Valuation Consulting ZweigWhite If you are involved with financial management at some level in your firm, you expect to regularly review the typical balance sheet and income statement. A smaller percentage...

    Read
  • Finance Insider: Understand Basic Financial Statements

    February 17, 2011

    By Tracey D. Jeffers One component to a successful banking relationship is having a good understanding of your financial statements. Your ability to readily and intelligently answer questions posed by a banking professional gives loan...

    Read
  • Out with the old, in with the new

    January 11, 2010

    2010 is here. And, it’s going to be a year like none before. If you aren’t particularly happy with your firm’s performance these last couple years, it’s a great time for change— radical change. Out...

    Read
  • Why we have the human resources department

    August 25, 2008

    Frank Beutellow was growing increasingly frustrated. It seemed to him that everyone who joined his firm, Beut Engineering, lately, was not as good as the person who left the firm before them. Morale was bad—...

    Read
  • When it’s Time to Say, ‘Enough is Enough!’

    October 29, 2007

    Orville Honstater was starting to sweat a little for the first time in a long time. His company, Honstater & Associates, had enjoyed a long run (more than 10 years) of profitability and good, if...

    Read
  • So-Called Management Experts

    September 06, 1999

    There’s a lot out there on management: books, articles, videotapes, newsletters, seminars, and more. Ditto for marketing. And negotiating. And project management. And leadership. There’s even a lot of stuff aimed exclusively at our audience—...

    Read
  • New Rules of Business

    April 28, 1997

    Let’s face it, readers— the A/E/P and environmental business just isn’t what it used to be. The old assumptions just don’t hold true. The old ways of doing things aren’t working. The people who can’t...

    Read
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