The Virtual Family Office and Personal Financial Planning

By Susan M. Tillery Many consumers, as well as professional advisers, continue to think of personal financial planning as a tool to gather assets under management (AUM) or to sell products; however, CPA personal financial planners have developed a fee-for service model which offers integrated personal financial planning without AUM or product sales.  This model embodies … Continue reading The Virtual Family Office and Personal Financial Planning

Herbert, Prior Correspondence: A Key Tool in Preparing Your Estate Dispute Case for Trial

Herbert describes how modern technology has enabled practitioners to potentially use emails, texts, and letters as prior correspondence in a trial. Commonly, Herbert points to cases involving elderly persons who show signs of mental incapacity. He narrates how, often, "an unscrupulous person 'enters' the life of the elderly person, begins to take 'care' of the … Continue reading Herbert, Prior Correspondence: A Key Tool in Preparing Your Estate Dispute Case for Trial

IRC 264 – Is there a deduction loophole? Advisory Alert for Attorneys and Accountants

By Guy Baker and Stanley Mountford The insurance industry is one of the most creative and adaptive group of marketers and agents ever assembled. But they must adhere to the tax laws and respect the intent of the law. A popular strategy has been circulated recently that flies in the face of legal precedence and … Continue reading IRC 264 – Is there a deduction loophole? Advisory Alert for Attorneys and Accountants

AICPA: 4 strategies to attract and retain female talent at your firm (Aug. 14, 2019)

AICPA describes the common statistic that "one in five women say they’re the only woman in the room at work." Additionally, industries like finance, accounting, and technology, have been proven to experience difficulties attracting and retaining female talent. However, according to AICPA, "companies that have a higher percentage of female leadership have been proven to … Continue reading AICPA: 4 strategies to attract and retain female talent at your firm (Aug. 14, 2019)

HBR Hotlist.2019.08.26: How to Price Your Services; How Dual Career Couples Make it Work; When to Take Initiative; Why We’re So Bad at Choosing the Right Job

Why Are We So Bad at Choosing the Right Job? By Tomas Chamorro-Premuzic Do what you’re good at, not what pays the most. WORK-LIFE BALANCE How Dual-Career Couples Make It Work
By Jennifer Petriglieri Successful partnerships sidestep predictable traps and master three challenging transitions. IPO No, WeWork Isn’t a Tech Company. Here’s Why That Matters
By Vijay … Continue reading HBR Hotlist.2019.08.26: How to Price Your Services; How Dual Career Couples Make it Work; When to Take Initiative; Why We’re So Bad at Choosing the Right Job

HBR Hotlist.2019.08.19: How to Delegate Successfully; Predicting Who’s Going to Quit; Engaging Employees Successfully: Responding to “Tell Me About Yourself” in Interviews

How to Respond to “So, Tell Me About Yourself” in a Job Interview, By Joel Schwartzberg: There is a right answer. MANAGING PEOPLE Is It Time to Let Employees Work from Anywhere?, By Prithwiraj (Raj) Choudhury, Barbara Z. Larson, Cirrus Foroughi: A study found that “work from anywhere” policies increased productivity. EMPLOYEE RETENTION If You Want Engaged Employees, Offer … Continue reading HBR Hotlist.2019.08.19: How to Delegate Successfully; Predicting Who’s Going to Quit; Engaging Employees Successfully: Responding to “Tell Me About Yourself” in Interviews

HBR: Must Reads to Prepare for Economic Downturn

Note: Subscription to HBR May Be Required Companies Need to Prepare for the Next Economic DownturnBy Martin Reeves, Kevin Whitaker, Christian KetelsWhenever it happens, it won’t look like 2008. What Companies Should Do to Prepare for a RecessionBy Kevin Laczkowski and Mihir MysoreHere’s what successful companies did last time around. How to Survive a Recession and Thrive … Continue reading HBR: Must Reads to Prepare for Economic Downturn