-
Your firm aligns closer to your vision when you focus on your clients.
May 11
FFP 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 10
Arrowroot 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 9
University of Colorado Boulder -
A Tax Court case involving the pop legend's estate shows why there are many reasons and justifications for different valuations.
May 8
Withum -
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 5
KPMG -
Companies can leverage low-code/no-code solutions to operate more effectively and upskill their tax professionals.
May 4
Alvarez & Marsal Taxand -
If you want to charge concierge-level fees for your service, then you must provide concierge-level access.
May 3
L&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 2
ShareFile