Practice and client management

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

Jody Padar prides herself as a disrupter and rightfully so, especially in her new book.

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

Plus, Estateably touts new accounting tools for estate planning; and other accounting tech news and updates.

Financial leaders need to set clear goals and timelines, explore ownership transfer options and conduct a comprehensive business valuation.

What accounting firms can learn from Chick-fil-A and Maya Angelou.

Welcome, 1099-DA; moving out and moving on; not all CRM is alike; and other highlights from our favorite tax bloggers.

Sovos announced the launch of Sovos Indirect Taxes, which features e-invoicing capacities and integrates with over 70 ERPs and transaction management systems.

At a time when resources are scarce, it makes sense to identify clients that represent the highest potential for the most profitable firm revenue growth.

The tools, techniques, strategies and relationships you need to embrace to expand into advisory services.