Professional Services

Raymond James has recruited a team of five advisors to the firm’s employee advisor channel. The Williamsville, N.Y.-based group previously managed over $1 billion in client assets at Merrill Lynch....

← Blog home   Jump to ↓ The foundation of a successful tax practice rests on the technical knowledge of your people. While you can create a modern firm with...

Are you wondering why you owe so much in taxes this year? Want to make sure your tax bill is correct and not pay more than you owe when you...

For some homeowners and renters, HOA fees are unavoidable yearly expenses. Depending on the home and location, HOA fees may be a steep cost at hundreds of dollars or as...

Capstone ConversationsInformal and informative discussions with leading growth strategists from the nation’s most dynamic CPA firms. ? This is a preview. The complete 1-hour video episode, with commentary and transcript,...

How do you say thank you after a job interview or follow up after a promising client meeting? How do you express appreciation for a mentor’s advice, or thank someone...

Home Legal Marketing Lawyer Website Design Best Law Firm Websites in 2024 (Top 46) By Attorney at Law Magazine October 11, 2024 Table of Contents Get paired with the best...

Traditional AI has already transformed mergers and acquisitions (M&A) by simplifying time-consuming tasks and facilitating decision making at key steps. AI can fast-track labor-intensive M&A processes before, during, and after...

If you’d asked me early in my career to define what marketing is, I would have no doubts. “Marketing is about promoting products,” I’d say. But today, it’s one of...

While Hurricane Milton and Hurricane Helene caused a horrendous loss of lives and billions of dollars in damage to properties and businesses in multiple states in recent events lasting a...