Many businesses are being held back by legacy solutions. The old way of doing things doesn't work anymore. Instead, Software as a Service (SaaS) has transformed many mid-market...
Are you running around with a fire extinguisher permanently strapped to your back? Do everyday crises run your life, both at work and at home? Do you find yourselfconsistently...
To get started in estate planning, learn the basics of intestate succession, probate, wills, health care directives, general powers of attorney, trusts, gift and estate tax...
Retirement accounts may be the largest financial asset your client has. Learn to provide retirement planning input more than mere calculations. Beneficiary rules have changed...
One of the most cost-effective methods for storing your files safely and economically in the cloud is with the Microsoft 365 OneDrive and SharePoint apps. If you use either or both...
Casey Crowther did not have a college education, but he had an outstanding work ethic. With little more than a pickup truck and some hand tools, he built a roofing company that...
In today’s real estate market, IRC §1031 tax-deferred exchanges can be one of the most important planning tools available to the real estate investor. The use of this technique is...
Employee Turnover is at an all-time high, and what use to work isn't working anymore. We explore a call to action with a new way of thinking.
Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program...
Making Rain - Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its...
Derivatives, embedded derivatives and mining (Bold)Complexities with digital assets increase when you move away from the fundamentals and start evaluating contracts to determine if...
How do you raise your skills to the next level to master the Controller or CFO role? Welcome to a course that provides insights that align the CGMA Competency Framework. The...