In this chat, we will dig into reasons firms tend to overwork prep, comp and review engagements along with some strategies and technology that can help get your firm delivering high quality financial statement services as efficiently as possible.
John Elway, Hall of Fame quarterback, General Manager and President of Football Operations for the Denver Broncos and entrepreneur, discusses how managing a football team is similar to running a business – and the secret to succeeding at both.
The digital era has brought about a blistering pace of change that’s only getting faster. It’s rapidly resetting consumer expectations and challenging organizations to disrupt themselves to remain relevant.
Join Paychex HR Professionals in an online chat, where you can submit questions and stay informed as Paychex responds to inquiries about solutions that help make payroll, HR, benefits, and insurance simple for your clients.
Choice of entity has always been a "facts and circumstances" decision for each client's business, but is there a way to present our advice on entity selection in a clearer, if not simpler, way? Is the LLC better and why?
Gain an understanding of: the types of family offices; the life cycle of a family office; and the strategies and needs of a family office. Apply the elements of the personal financial planning process to the family office environment.
Most advisors and their clients understand we have now experienced a bull market for over a decade. Since the markets are cyclical, we know an imminent bear market is on the horizon. No one can pinpoint when it will arrive.
Many things come out in a divorce, not least of which are tax and financial planning issues like undisclosed foreign bank accounts, fraudulent returns, etc. The 2017 Tax Act has also impacted tax planning around divorces.
Eric Johnson from Deloitte Tax LLP and Randy Abeles from RSM US LLP will cover recent hot topics for family offices, including recent case law and judicial activity, how the 2017 Tax Cuts and Jobs Act has impacted family offices, a review of famil
The new world of Itemized Deductions and how to maximize your deductions and minimize taxes. Special attention to tax planning for the SALT (State and Local Tax Deduction), Interest Expense, Charitable Contributions and Personal Casualty Losses.
This session will cover major changes to depreciation, bonus depreciation and cost recovery. This session will also illustrate depreciation planning regarding the Sec. 199A pass-through deduction, Sec.
Learn powerful Stories, Sketches, and Scripts that your clients can connect with. You will learn how to communicate and incorporate common investment principals in your client meetings and presentations.
In the biggest bill for retirement planning in years, Congress is poised to change the law for life expectancy payouts to either a five- or ten-year payout. This legislation has strong bipartisan support and is supported by the President.