Professional Services

Heather Williams Forshey: Love Makes All the Difference By Bob Friedman “My grandmother taught me that it doesn’t matter how smart someone is or how much money they have, love...

You know how it goes. One incident, one rushed report, and suddenly a minor oversight becomes a major compliance issue. Not because your team isn’t trained or committed, but because...

When life gives you lemons, make lemonade. Right? There’s a lot to glean from turbulent times like the 2008 recession and the more recent COVID-19 pandemic. Within these periods are...

The Treasury Department is postponing its investment advisor anti-money laundering rule by two years and plans to “revisit the scope” of the regulation.The Department’s Financial Crimes Enforcement Network will postpone...

The One Big Beautiful Bill introduces sweeping federal tax changes that impact individuals, families, and businesses alike. Understand key provisions, clauses, and strategic actions tax professionals should take to guide...

Have you joined the ranks of Instagram® influencers, bloggers, and content creators on platforms like YouTube® and TikTok®? If so, it’s crucial that you understand how to file taxes as...

…And the 8 emerging leadership paths that can help you rise to the top… ? Sponsored by CPA Trendlines Pro Membership. Get More! Go Pro!  – See Today’s Special Offer Accounting...

There are 5 proven systems top law firm owners leverage to grow fast, step back and sell high. I’ve put together a comprehensive summary to walk you through how to...

You know you’re living in the future when choosing your AI sidekick feels more like deciding between J.A.R.V.I.S. and TARS, except it’s Google’s Gemini vs ChatGPT. These AI chatbots are...

Managing investor relationships isn’t like managing any old leads or sales deals. Investment firms deal with high-stakes portfolios, detailed reporting cycles, and strict compliance rules — all of which require...