Professional Services

If you are a U.S. citizen living abroad, often referred to as an expatriate (expat), it’s essential to understand your tax obligations back home. The Internal Revenue Service (IRS) requires...

The One Big Beautiful Bill Act can reward smart planners—and punish the unprepared. ? Sponsored by “It’s Not Just the Numbers: How to Move Beyond the Numbers and Deliver Real...

In Spanish, the word for retirement is jubilación — a term that connotes joy and celebration. It’s a reminder that retirement can be a gratifying and inspiring transition. Unfortunately, not...

Clio has never shied away from bold acquisitions over the years: acquiring Lexicata in 2018, CalendarRules and Lawyaw in 2021, and ShareDo in March of this year. Now, they’ve made...

If you’re here, you probably already know how Sage Intacct helps finance teams, CFOs, accountants, and controllers with advanced accounting automation and in-depth financial reporting. Yet one of the common...

My inbox is like a box of chocolates: You never know what you’re gonna get (with apologies to Forrest Gump). Just today I received: A newsletter from Monumental Sports Network...

(Bloomberg) -- For years, software companies were the toast of Wall Street. High profit margins, low capital requirements and vast runway for growth prompted the venture capitalist Marc Andreessen in...

Identify the barriers to AI adoption for your firm and find solutions for them. 79% of tax, accounting, and audit professionals expect artificial intelligence (AI) to have a high or...

Updated for tax year 2025. New to small business taxes and all they entail? In this article, we’ll cover some of the most frequently asked small business tax questions from...

Equity pathways, training, and culture—not payouts—will determine which firms thrive in the PE era. ? This is a preview. The complete video episode, with commentary and transcript, is first available...