Professional Services

Sanctuary Wealth, the Indianapolis-based partnership of independent registered investment advisors, rolled out several new capabilities to its partner firms this week at its annual Oasis conference in Hollywood, Fla. This...

Thomson Reuters and SAP leaders discussed strategies for CSRD reporting during Sustainability Europe 2024 ← Blog home In an era where corporate sustainability is not just a buzzword but a...

If you are a member of a cooperative who received patronage dividends last year, you might find yourself holding Form 1099-PATR this tax season. Not sure what to do with...

Don’t make the mistake of allowing a partner to scope the engagement alone. By Jody PadarRadical Pricing – By The Radical CPA Partners, managers and accounting professionals must all understand...

It takes confidence — or at least the appearance of confidence — to be a better public speaker as a lawyer. Here’s how to find it. “Why Can’t I Be...

In today’s digital age, operating a website is an essential tool for lawyers to attract new clients and grow their practice. However, as data privacy regulations, accessibility standards, and compliance...

HubSpot and NetSuite are two powerful names when you are looking for technology that can help you fine-tune your business performance. As a technology implementation and RevOps partner that specializes...

Price, shipping, and reviews are all factors I consider when making a purchase. But there’s another factor that can tip the scales for me, and that’s sustainability. When choosing between...

Several companies in the wealth management space have tried to go public and eventually retreated from that endeavor. Take Envestnet, CI Financial’s U.S. wealth business, Dynasty Financial Partners, AssetMark and...

Tax season is here, and with it comes the familiar rush of deadlines, complex returns, and endless questions from clients. Jump to ↓ Tax season is here, and with it...