Professional Services

How many people? What do they do? And more. By Marc RosenbergThe Rosenberg Practice Management Library “A group of the unprepared, appointed by the unwilling to do the unnecessary.” –...

Given the significant role that religion plays in people’s lives, faith-based celebrations, despite their focus on joy and togetherness, can unfortunately become lightning rods for disagreement following a separation or...

Small to mid-sized firms often struggle with outdated, inefficient, and ineffective systems that fail to meet their needs. Many firms find their current law practice management software (LPMS) lacking in...

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...