5 Hidden Costs of Expense Reports
There’s a better way to manage expenses: automation and AI technology can deliver critical cost savings as well as better insights, faster processes, and happier employees. Modernize your expense management …
Post-Covid: How to Avoid Excessive Property Tax Appeal Fees & Save Thousands
Did you know that consultants and attorneys who appeal government established real estate values on a contingency fee basis are cashing in on hourly compensation in the thousands of dollars? CRE owners routinely pay invoices similar to “15% of…
Adapt Your Business to the New Reality
Even in severe economic downturns and recessions, some companies are able to gain advantage. In the past four downturns, 14% of large companies increased both their sales growth rate and their EBIT margin. A shock like the Covid-19 pandemic can prod…
Learn How Business owners, especially those impacted by COVID-19 are using Tax Incentives and Tax Credits to get cash to their businesses Fast!
Congress recently passed an extension to the Paycheck Protection Program which has reopened with a few changes as the federal government attempts to better target the money to underserved, smaller businesses that need it. However, in today’s environmen…
Make Your 2021 a Financial Success with Our Winter Essentials Guide.
With the start of a new year, it’s time to set our intentions for 2021, as behavioral psychologists assure us that the first step toward achieving a goal is to articulate it. Learn how our clients plan to make the most of their coming year and se…
CCH AnswerConnect Tax Briefing — 2020 Tax Year-In-Review
This CCH AnswerConnect tax briefing highlights the changes made in 2020 and provides a look ahead into what a new congress and president mean for tax legislation in 2021 and beyond. Topics covered include: Overview of tax legislation passed …
CCH Accounting Research Manager – A Closer Look: Recent SEC Regulations
A Closer Look reviews a number of significant rule changes recently issued by the Securities and Exchange Commission (SEC) that have a direct impact on company financial reporting within filings made with the SEC. Readers should consider these new rule…
A Planner’s Guide to Consolidated Advisory Fees
Get your free copy of this data-packed white paper, which explains how to make planning a central part of your business, with a specific example of how to build planning into your first client meeting. It will also cover: How planning benefits ad…
How to Exceed Investor Service Expectations: An Advisor’s Guide to Expanding Value Propositions
Before you can meet — or exceed — your clients’ expectations, you need to understand what they are. As our world continues evolving, and our industry shifts to a landscape that’s almost fully digital, advisors are under pressure…
Propelling the Advisor-Client Journey with a Robust Client Portal
Maintaining a client relationship isn’t a linear process. It’s a life cycle that constantly evolves as needs and capabilities change over time. To ensure that you and your clients are able to continue working together toward a common goa…
