Professional Services

Jump to:   Many tax firms know their tax preparation process is not as efficient as it should be—and it’s costing them money and opportunity. They want to do a...

Let’s take taxesoff your mind We’re ready to help you getyour taxes done right, With the tax extension deadline swiftly approaching on October 16, you still have time to file...

Look at it from the client’s point of view. By Hitendra PatilClient Accounting Services: The Definitive Success Guide When your prospects shop for client accounting services, what they find out...

Balancing your work and your life is not about numbers. It is not about scheduling and to-do listing and GTDing yourself into some kind of out-of-office bliss fest. It is...

RALEIGH, NC—Representing a breadth of capabilities spread throughout multiple offices, these professionals bolster the firm’s strength in key practice areas throughout North Carolina. Among the new additions are litigator Hannah...

The American Legal Technology Awards return to Nashville, Tennessee on October 8 to honor those spearheading advances in the legal field. After receiving 190 submissions in ten categories, the 28...

If you’re part of a leadership team, you’re probably tasked with one of the most important decisions in the last decade: how to implement AI in your business. What are...

With LinkedIn Pulse discontinued, it can be difficult to find the best articles on the platform now that they are no longer available in one place. However, there is still...

Bill Cass is Director of Wealth Management Programs for Putnam, and Mike Dullaghan is Director of DCIO Content and Sales Enablement A recurring theme at retirement plan conferences is the...

Sponsored by In this episode of the WealthManagement EDGE Podcast Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Michelle Richter-Gordon, co-founder, Annuity Research and Consulting, explore fiduciary roles and regulatory definitions in the financial world. They...