Professional Services

The Planetary Lawyer Project’s Matthew Karmel talks with Alex Su, Amee Vanderpool, Chris Harvey, Jonah Perlin and Albert Tawil about building a successful attorney newsletter in your niche. The business...

The Corporate Transparency Act (CTA), which went into effect January 1, 2024, represents a significant shift in the regulatory landscape for small businesses – including law firms – in the...

A product that makes time tracking simple benefits attorneys irrespective of practice area or fee structure. For attorneys who bill by the hour, easily entering, editing, and reviewing times holds...

Artificial intelligence (AI) is changing how businesses interact with customers. It has made sales processes smoother and faster and helps agents focus on delivering memorable customer experiences. Many business development...

What do cross-country road trips, wedding speeches, and social media marketing have in common? Planning. I definitely can’t help you with your road trip or wedding speech (sorry), but I...

The pending expiration of most tax provisions at the end of 2025, including the lifetime estate and gift tax exclusion, is prompting the review of estate plans. For individuals potentially...

The founders of Precedent Wealth, a San Antonio RIA offering profit-sharing to clients, have been sued by the bank that owns their former firm for allegedly stealing confidential information and trade...

Streamline compliance, mitigate risks, improve productivity, and innovate your tax practice with AI. Jump to:   It is a transformational time for businesses as artificial intelligence (AI) increasingly impacts how...

TurboTax is helping Gen Z like never before, offering tax education and events from coast to coast tailored for college students, student-athletes, and the greater Gen Z population. As college...

There’s more than one route to satisfying the IRS Collection Division. By Eric L. Green IRS tax liens can have a profound impact on an individual’s situation, affecting their ability...