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The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...

An inside look at Microsoft’s Power Platform Process Advisor Your email has been sent Microsoft’s Power Platform suite of low- and no-code development tools are aimed at filling the “app gap”; those ...

Process Advisors are critical members of an institution’s Title IX Team (commonly composed of Title IX Coordinator, Deputies, Investigators, Decision-Makers, and Advisors). There are effectively two ...

Power Automate is Microsoft’s platform for streamlining repetitive workflows — you may remember it under its original name: Microsoft Flow. The market for these robotic process automation (RPA) tools ...

Succession planning in family businesses is a complex and critical endeavor. It’s not just about passing the torch from one generation to the next; it involves meticulous preparation, clear ...

The Advisor role is an important student support person built into our student conduct processes. Advisors may attend conduct meetings as a support person and should assure that their advisees clearly ...

Can You Afford Noncompliance with SEC Regulation R... Can You Afford Noncompliance with SEC Regulation Requirements? The Three Steps for Optimal Financial Advisor Compliance How to Achieve Steady ...