Professional Services

By CPA Trendlines Research A newsletter for clients should serve several purposes. Frame it so that it does more than simply state facts. Aim those facts as various objectives. MORE...

A lawyer’s marketing efforts should focus on generating a strong referral pipeline—Can Lawyers Pay Referral Fees to Non-Lawyers? In most practice areas, a lawyer’s marketing efforts should focus on generating...

Artificial intelligence (AI) has been newsworthy in our recent, 24/7 news cycles. Will AI harm us? Will AI eliminate human jobs, or provide shelter, food, and clothing so humans need...

Every year, a group of forward-thinking law firm owners come together for something a little different: LabCon, our annual “unconference” for members in our Lawyerist Lab Community. It’s more than...

We often think of artificial intelligence (AI) as a tool for automating tasks or crunching numbers. But the truth is AI is reshaping businesses in ways we couldn’t have imagined. ...

Every time I work with a new brand, one of my highest priorities is conducting a competitive analysis. A competitive analysis report helps me understand the brand’s position in the...

If the Tax Cuts and Jobs Act (TCJA) expires as scheduled at the end of 2025, the average taxpayer could owe roughly $2,000 more in taxes, according to the Tax...

(Bloomberg) -- Dan Arnold seemed so perfectly ordinary at the helm of LPL Financial Holdings Inc. that one industry publication complimented him for his “vanilla vision.” So the abrupt firing this week...

Forward-thinking business leaders drive innovation and growth by leveraging tax technology to fuel their company’s success. By implementing advanced tax data management software, your tax department can streamline operations, reduce...

Updated for tax year 2024. Do you dread income tax time every year? We get it. But there are some things that can make the tax filing process a little...