Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, has taken a minority stake in Gordon Asset Management, a North Carolina-based RIA with $1.3 billion in...
How automation and collaboration enhance indirect tax compliance strategies and help streamline e-invoice processes. ← Blog home In 2024, Poland, Romania, Denmark, and Malaysia are implementing electronic invoicing (e-invoicing) mandates...
Updated for tax year 2024. With tax season coming soon, you may be wondering how you can reduce your taxable income. One smart place to start looking is your 401(k)...
Meet rock climbing guide and bike repairman, Drew. Drew is an outdoor enthusiast with various jobs from working in a bike shop to rock climbing and snowboard instructing. His passion...
Her efforts paid off, helping her thrive as the marketing manager at Ciuni & Panichi for eight years. “AAM was instrumental in my success,” Clemmer notes, crediting the association’s supportive...
In “A Life in the Law,” trial attorney Susan Cohodes shares pearls of wisdom from her long career in small firm practice and her transition to “less-than-full-time” practice. This time...
They often make it look so easy when celebrities entertain us in their movies, songs and dance routines. What we fail to typically appreciate are the intense production aspects behind...
You walk into a store, and every staff member knows exactly what you need, understands your preferences, and delivers the perfect solution. This is what customer experience automation (CXA) helps...
Faced with an urgent need to brush up my spreadsheet skills, I went online and searched for the best Excel resources available. I discovered a lot of amazing options, both...
In nearly 30 years of counseling advisors, we’ve seen and heard it all—especially when it comes to the sensitive issue of transitions. Some common beliefs around transitions are true—like the...
