Professional Services

Recently, I underwent a critical customer escalation. I mentioned their product in a different way that attracted a negative sentiment. Had I managed and forecasted the risk, it wouldn't have...

Social buying. Everyone and their mama is doing it — or maybe it‘s just me and my family. I’m consistently tagged in posts (thank you, cousin) about adorable gifts, must-have...

In a world where advisor transitions from the wirehouses seem to dominate the headlines, there’s a steady stream of independent advisor movement taking place in the background.One might think that...

This blog post is the second in a series examining product solutions that can help specialists and strategists master tariff compliance.   Highlights:  Foreign Trade Zones (FTZs) help companies reduce...

Last updated April 13, 2025. The Internal Revenue Service (IRS) has announced tax relief for taxpayers in areas impacted by recent federally declared disasters. Find out if you qualify by...

The White Lotus Tax Lessons: Navigating Gift Taxes, Lump Sum Payouts, Hush Money, and the IRS - Intuit TurboTax Blog Skip to main content Source link

“If you think change is hard, try not changing and see what happens.” ? Sponsored by “Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side...

Every day across the state, pedestrians, cyclists and motorists are struck and abandoned by drivers who vanish. Victims are left broken and bleeding while justice slips away in the taillights....

When the Old Way No Longer Works, You Build a New One The legal world loves tradition—but what if tradition is holding you back? That was the question weighing on attorney Dan...

Customer relationships have come a long way since the early days of CRM.  Simple databases have transformed into AI-powered platforms that touch every corner of a business, from sales and...