Professional Services

Thieves always build a better mousetrap, so stay vigilant. By Donny Shimamoto, CPA, CITP, CGMAOn Cyber-Security for Accountants In 2018, fraudsters posed as tax authorities and state accounting and tax...

Teach yourself these advanced lawyer networking skills and become a professional-grade mingler and champion of small talk. Here’s How to Network at a Conference Like a Boss If only you’d...

LAS VEGAS, NV—Cooper Levenson attorney Andre T. Marques was named to the 2023 Nevada Super Lawyers Rising Stars list for the second consecutive year, the firm announced today. This designation...

The core of businesses is data. Meeting customer needs, adapting to unexpected events, and responding to rapid market fluctuations ultimately depend on data.  Companies generate vast amounts of data from...

The human attention span is short. This means that your website’s content has to inspire, delight, and engage your target audience in mere seconds. For this reason, you’re above the...

For financial strategies, interest-rate moves matter. Many financial planning strategies are linked to IRS interest rates, and rates can have a significant impact on the viability of certain strategies. Higher...

A Newport Beach, Calif.–based team of advisors have left Securian Financial, a broker/dealer Cetera Financial plans to acquire, to join LPL Financial’s broker/dealer, RIA and custodial platforms. Advanced Benefit Systems,...

Your clients are changing. Your employees are changing. Your firm is changing. Is it time for your firm to offer advisory services to better respond to the changes? This is...

Congratulations on your graduation! If you recently graduated, whether it’s from college or high school, there are some important decisions ahead of you. Many of these decisions don’t necessarily have...

Russ Alan Prince About the AuthorRuss Alan Prince is co-author of "Your $5 Million High-Net-Worth Practice: Guidelines for Sourcing and Working With the Wealthy During the Covid-19 Crisis and Beyond," published...