Professional Services

The "new" SEC marketing rule has been in effect since November 2022. The updated regulation provides clear guidelines around permissible use of testimonials and endorsements for financial advisors. While the...

Artificial intelligence (AI) has proven that it is a far cry from just a buzzword. Over the years, AI in accounting has increasingly gained traction and, going forward, it will...

We’ll do your taxesand find every dollaryou deserve When your Full Service expert does your taxes,they’ll only sign and file when they know it’s 100% correctand you’re getting the best...

The legal profession is known for its demanding nature and high levels of stress. Lawyers often prioritize clients and cases over their own well-being, neglecting their physical and mental health....

If you read part one of this article, then it’s highly likely you have the right people on your team, and you have them in the right roles. If you...

Welcome to the era of the Internet of Things (IoT).  It’s a world where your fridge sends you alerts to buy milk or your door locks itself as you pull...

Many companies have employee referral programs where referring someone who gets hired comes with a reward (typically a cash bonus). This is the same principle of performance marketing: marketers set...

An overwhelming majority of businesses in the U.S. are considered small businesses. Of those, 80% — or roughly 25 million businesses — do not have any employees. The number of...

Commercial Property Executive looks at what a pause in interest rate increases would mean for the commercial real estate industry. Kennedy Wilson bought the first tranche of a multi-billion-dollar real...

If you’re part of a small or medium-sized tax and accounting firm, you know that differentiating yourself from the competition is always top of mind. Your long-term success hinges on...