Professional Services

As an estate planner or investment advisor, you may be faced with a client who asks you for advice about considering a life settlement for their insurance policy. A life...

With the dawn of AI comes an opportunity to tackle these challenges in a powerful way, particularly when it comes to empowering newer staff to support clients on their own...

Did you become a self-employed real estate agent last year? If so, you now own your own business and can take advantage of many tax benefits related to running your...

Stringent ethical oversight and proactive regulation are needed as AI becomes more integrated into daily life. Accounting ARC With Donny Shimamoto and Liz MasonCenter for Accounting Transformation In the latest episode...

When you work in a high-pressure environment like a law firm, unclear expectations can have a detrimental effect on professional satisfaction and mental well-being. Failing to set clear expectations for...

Meet Nina Shayan Depatie, the vanguard of a new generation of attorneys, challenging and reshaping the landscape of family law. In a profession often defined by tradition, Depatie, founder and principal attorney of Shayan Family Law, APC,...

Clients have more ways to find and communicate with attorneys than ever before. For attorneys, this represents an opportunity and a challenge. As an opportunity, it’s easier to directly target...

When it comes to being paid for your hard work, the faster you can get your money, the better. However, it can sometimes be a hassle to go to the...

SEO has always been an essential part of my work as a content marketer, but I’ll admit that certain parts of keyword research and formatting posts become tedious. The good...

A 529 savings plan has remained popular among families with college-bound children. In fact, the number of accounts has continued to grow steadily over time, reaching 16 million at the...