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Your firm aligns closer to your vision when you focus on your clients.
May 11FFP Wealth Management -
Here's what I learned from NFL players about helping clients adjust to the next stage in life: Become a transformational advisor.
May 10Arrowroot Family Office -
Retention, pricing; the cost of losing incentives; AI as biz advisor; and other highlights from our favorite tax bloggers.
May 9 -
Isn't it reasonable to expect that state governments' financial reporting have full accountability and thus, receive clean audit reports? Often, they do not.
May 9Truth in Accounting Project, University of Denver -
A Tax Court case involving the pop legend's estate shows why there are many reasons and justifications for different valuations.
May 8Withum -
Many believe it's time to move away from the one-size-fits-all approach of the past toward treatments tailored to an individual's genes, environment and lifestyle.
May 5KPMG -
Companies can leverage low-code/no-code solutions to operate more effectively and upskill their tax professionals.
May 4Alvarez & Marsal Taxand -
If you want to charge concierge-level fees for your service, then you must provide concierge-level access.
May 3L&H CPAs and Advisors -
Dumping bad clients; another crypto challenge; no IRS notice; and other highlights from our favorite tax bloggers.
May 2 -
To tackle the talent shortage, firms must look beyond technology that addresses complexities and focus on client experience through collaboration.
May 2ShareFile