Professional Services

The bipartisan SECURE 2.0 Act became law in late 2022 as Congress passed the legislation as part of a larger spending bill. The new policy changes strengthen the retirement system...

This year at the Heckerling Institute on Estate Planning, Donald O. Jansen, Mary Ann Mancini, and G. Michelle Ferreira presented “Split Dollar is Still Alive and Kicking – Fundamentals and...

The primary role of an accountant is to handle a variety of tasks including tax preparation, financial planning and audits.   In addition to helping businesses and individuals follow the required...

You can receive Form 1099-K for a variety of reasons. How you report the income listed on your 1099-K depends on how you made that income, which can be confusing...

If you were employed during 2022, you should receive your Form W-2 (officially known as the Wage and Tax Statement) from your employer soon since employers are required to send...

Hiring the untrained bookkeeper is like running a weedwhacker through your books. written by: Madison Scott   With accounting, there always comes a need for bookkeeping management. You deserve less...

August J. Aquila About the Author Get the Top Trends in Pricing TodayJoin the survey, Get the results. August J. Aquila is an internationally known speaker, consultant and author...

Trying to navigate long PDFs can be easier said than done. All too often, we’re left to scroll endlessly, skim page thumbnails, or search the text for the section we...

A federal district court in San Diego ordered today that over $17 million in restitution be distributed to approximately 800 victims from over 40 different countries due to their investment...

Well, that’s a wrap on 2022 of the Lawyerist Podcast and it was another bang-up year! We celebrated 400 episodes and welcomed over 60 guests who shared their expertise in...