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…
Bridging the Generational Gap: How to Attract Emerging High-Net-Worth Investors
Smart advisors know having more high-net-worth (HNW) investors and their assets in their book of business can free up time to pursue new business opportunities and drive further growth. And emerging HNW investors are a segment worth pursuing: They repr…
Growing Your Advisor Business Through a Recession
The COVID-19 outbreak continues to wreak havoc on economies worldwide. Despite these dire times, leading advisors report that one of the best times for true organic growth comes during market downturns and economic recessions. While this may sound coun…
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…
