Professional Services

Updated for tax year 2025. Summertime — the days of sun-kissed skin, juicy slices of watermelon, flip-flops, and … taxes? Taxes are probably the last thing on your mind this summer,...

While investing has long been about chasing returns, more of us are interested in not only building wealth but staying true to what we believe in. That’s the heart of...

Compromise, party discipline, and presidential influence could make this bill one of the most impactful yet. ? Sponsored by CPA Trendlines Pro Membership. Get more! Go Pro!  – See Today’s Special...

In July of 2019, I published an article predicting AI would revolutionize the practice by automating tasks like doc review and providing initial drafts of contracts. Millions of billable hours,...

If you're in sales or marketing, you’ve probably lived through the chaos of a product description gone wrong. One incorrect spec, one outdated data field — and suddenly, your customer...

With the global revenue for AI in marketing pegged at over $107.5 billion by 2028, there is no doubt that AI in content marketing will (and may already) be an...

Welcome to Zephyr's Adjusted for Risk podcast! In this episode, host Ryan Nauman discusses the often-overlooked mid-cap investment space with Kirk McDonald, portfolio manager at Argent Capital Management. They delve...

When Adobe set out to remove 40% of the customization from its SAP system for managing indirect taxes, Thomson Reuters ONESOURCE Determination was the only solution that could meet its...

If you’re filing your taxes and have paid or received child support in the last year, you likely have some questions. Is child support taxable? Can you claim it on...

The humble penny — soon to be a relic of the past. Starting in 2026, the U.S. will stop producing pennies, marking the end of an era for this iconic...