Professional Services

While there are no major changes from last year, due to rising inflation, many tax figures annually adjusted for inflation will increase in 2023. For example, the unified gift and...

Dakota Wealth Management, a registered investment advisory firm launched in 2018 by Peter Raimondi—founder of Banyan Partners and The Colony Group—has already announced its second acquisition of 2024. Ledge Wealth...

5 tips to manage stress during busy season. Jump to: The numbers are in, and they reinforce the mental health challenges facing accountants. Nearly 9 in 10 accountants want a better...

Millions of people have diversified the way they earn income and joined the gig economy. This could be a side gig to help them meet financial goals, running their own...

With just a little advanced marketing, you can get paid year-round AND have more satisfied clients. By Frank StitelyThe Relentless CPA When I’m frustrated, here’s how I explain the importance...

In “Ready, Set, Scale,” Karen and David Skinner help you prepare your practice for the growth you want with time-saving systems. Download the complete guide. When your firm experiences a...

PHOENIX, AZ—Gallagher & Kennedy is pleased to announce that Kenneth N. Ralston has been elected to shareholder effective January 1, 2024. Ken is a seasoned litigator handling complex commercial litigation,...

Employee attendance has a crucial impact on a company's profitability and success. When employees are punctual and regular, they can ensure timely delivery of projects. Alternatively, irregularity causes an additional...

Landing pages are one of the most important elements of lead generation. But they’re only effective if you know what to put on a landing page to begin with. It’s...

It’s a new year and a new Word on WealthTech. December came to a busy close with announcement of asset growth, new integrations and a new IPO. We’re recharged and...