Managing Risk in Today’s Tumultuous Benefits Landscape
To attract and retain the best employees, your clients need a strong benefits package that continues to evolve and stay competitive. Many employees now expect voluntary insurance...
Best Practices in Accounts Payable Tax Compliance
The IRS is aggressively pursuing withholding agents’ compliance with the 1441 rules, FATCA (Foreign Account Tax Compliance Act) and other regulations, in order to offset...
Executive Guide to Immediate Real-Time Payments | How Fast is Fast?
Real-time commerce and immediate payments (IP) have huge significance for banks and other payment providers. Real-time, immediate, instant, faster: the underlying...
How Qualified are Your Annuity Leads?
There is no exact science to generating annuity leads or converting them. But, for an advisor, having a successful annuity lead generation program could mean life or death...
Unsteady Ground: FLSA Compliance in Uncertain Times
The path to Fair Labor Standards Act (FLSA) compliance often seems fraught with potholes, speed bumps and wrong turns that can land even the savviest employer in a ditch....
Not Ready for Insurtech? Proven Automation You Can Use Now
Insurtech sounds great – who wouldn’t want to modernize labor-intensive and time-consuming insurance processes? But you know the truth – the industry adapts...
Bond Ladders May Not be the Best Investment Strategy
For investors seeking income from municipal bond exposure, one of the most popular investment strategies employed by individual investors has been one of the least successful...
How to Build a Thriving Consulting Practice
Free Up Billable Hours: Don't spend billable time building consulting tools; use technology to create fast, accurate reports. Win New Engagements: Uncover new...
20 Books to Make You a Better Accountant Before the End of the Year
Since the field of accounting is always evolving, it's important to expand your knowledge and stay up-to-date. If you do a search for accounting books on Amazon, you'll be...
A Guide to Transforming Your Financial Close
Even as technology becomes more widespread, many insurance organizations continue to struggle with manual processes. Without automation, it can be difficult to improve efficiency,...