Professional Services

Imagine having a bunch of puzzle pieces scattered in different places — that's not very helpful. If you put them together, they tell a more cohesive story.  Customer Data Platforms...

A 529 savings plan has continued to be popular among families with college-bound children. In fact, the number of accounts has continued to grow steadily over time, reaching 16 million...

In his financial advisory practice, Paul Peeler specializes in planning for mental illness caregivers and their families. But Paul has his own story of caring for a family member with...

The use of artificial intelligence (AI) has already had a tremendous impact in many industries, and the tax and accounting sector is no exception.  As AI technology becomes increasingly sophisticated,...

Got investments?Make tax time simple. Did you know that Mother’s Day was first celebrated in 1908? There were always various celebrations of mothers, but the first recognized holiday became official...

A triad of good intentions. By CPA Trendlines Research A lot of the backlog at the Internal Revenue Service is because of simple errors that compound their own complications. Arithmetic...

Greater efficiency and smoother operations are among the real benefits of using case management software. But have you considered the benefits to your clients — and to your law firm’s...

The Department of Justice, together with the Federal Trade Commission (FTC), today announced a civil enforcement action against XCast Labs, Inc. for allegedly violating the Telemarketing Sales Rule (TSR) by...

The phrase “digital marketing” encompasses many things and has changed over the last decade.  Digital Marketing for Attorneys Evolves  Marketing for legal services has a short history compared to other...

How many hours have you spent saving reference pictures and creating Pinterest boards?  We’ve all dreamt of what our future home will look like - a beach house, a tiny...