Professional Services

Join David Armstrong, Director of Editorial Strategy and Operations for the Wealth Management Group, and Tim Welsh, President of Nexus Strategy, as they discuss what you’ll need to know about...

Gain insights into the economic and strategic implications of President Trump's tariffs, and how tax and accounting professionals can navigate these complexities for effective financial planning and compliance. Jump to...

Both taxpayers and the IRS sometimes face challenges when filing and processing federal tax returns. To help you out, here are five tips that will help you avoid delays and...

Alabama uses a progressive tax system for its state income tax rates, ranging from 2% to 5%. That means your specific state income tax rate depends on your income level...

TO READ THE FULL ARTICLE Continue reading your article with a CPA Trendlines Pro membership. Posted on February 14, 2025 Hitendra Patil About the AuthorHitendra Patil is one of the...

In our last article, we wrote about “firsts” in relation to patents, trademarks, and copyrights. That essay was limited to U.S. laws and regulations. As you can imagine, laws and...

You can easily lose yourself in the costly jungle of “add-on” legal tech promising a mirage of efficiency gains. Rather than reading another AI-written listicle, let’s walk through five categories...

Running a law firm is more than just court appearances and client consultations; it’s about managing an intricate web of cases, deadlines, billing, and compliance. While I don’t have a...

Long before ChatGPT, I worked with clients who used AI and machine learning to speed up data analysis at scale. Their enthusiasm about AI's ability to improve everything from business...

Join us on February 26th for the Estate & Tax Planning Summit—a premier virtual summit designed to empower advisors and leaders with actionable insights and cutting-edge strategies. This dynamic 90-minute event...