Because proposed regulations on the 10-year rule are still under consideration, heirs will be allowed to skip taking RMDs this year. Technically, the IRS Notice suspends the penalty that would...
On May 6, 2024, the Treasury Department published TD 9996, “Relief Provisions Respecting Timely Allocation of GST Exemption and Certain GST Elections.” These regulations address the circumstances and procedures under...
Faced with increased client expectations and strained bandwidth, today’s accounting firms are in critical need of greater automation and streamlined workflows. Fortunately, with the right technologies in place, such as...
Are you a wedding planner? While wedding planning may be a unique business to be in, the business expenses they incur can often be quite typical. Any expense – whether...
Every legal practice needs a simple legal marketing strategy. Many lawyers want to build a legal practice. They desire the autonomy and financial rewards that come with a robust book...
Maginnis Howard: Pursuing Growth and Continuous Improvement By Bob Friedman Triangle-based Maginnis Howard orchestrated a strategic maneuver by merging with Charles G. Monnett III & Associates in 2022 and Britton...
Mishandling client money is among the top client complaints about attorneys. When we think of mishandling, we often think first of misappropriation—taking client funds to spend on oneself. But such...
For decades, marketers have thrived on a seemingly endless supply of user data. Third-party cookies, once the cornerstone of targeted advertising, are crumbling under growing privacy concerns and stricter regulations. ...
Welcome to Creator Columns, where we bring expert HubSpot Creator voices to the Blogs that inspire and help you grow better. We are undeniably in the golden age of audio...
Before 529 college savings plans became a popular way to fund a college education, many families utilized traditional custodial accounts (UTMA or UGMA). As 529 plans evolved, the definition of...
