Professional Services

The quest for sustained profitability is a constant aspect of any business, particularly in the wealth management industry. According to Capgemini’s recent World Wealth Report, the highly concentrated ultra-high-net-worth segment—defined as...

With AI-powered tax technology automating most traditional tax compliance work, forward-thinking accounting firms are increasingly shifting their business model and engaging clients in a new (and more profitable) way: advisory...

Self-employment can be hard, but if it was easy, everyone would do it, right? Whether you are trying to get ready to file your taxes, figuring out estimated taxes, or...

Your value is in the knowledge you have and the relationships and trust you’ve built. By Seth FinebergAt Large The field of accounting, and being an accountant, is challenged on...

Consider tight word count limits as a challenge to your writing prowess. Our clients pay us to figure out detours around onerous rules. When Los Angeles imposed a mansion tax...

You are best positioned as a chief legal officer or general counsel when you have multiple resources reporting to you in any business environment. However, staffing and organizing your team...

No matter the size of your business, having continual cash flow throughout your operations is essential for ongoing success. But when you rely on clients or customers to pay you...

The words “marketing budget” might strike fear into the heart of any marketing leader, but it's non-negotiable when creating a marketing strategy for your company. In fact, when budgeting season...

With the summer wedding season underway, it’s a time of celebration after many months of planning. It is also time to consider financial planning as couples look to create a...

BNY Mellon’s Pershing X has introduced several upgrades to its multi-custodial wealth management platform, Wove. The new features—which include a one-stop client portal, cloud data platform, consolidated APIs and portfolio...