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    Are Your Pay Practices Compliant with DOL’s New Overtime Rule?

    Posted: July 16, 2024
    The Department of Labor (DOL)’s new overtime rule impacts CPAs both as employers (since they may need to increase the salaries of managers) and as trusted advisors to clients to alert them regarding this important development.
  • CEO Compass - Summer 2024

    Posted: July 15, 2024
    In the simplest terms, employees want to feel heard and supported. It’s up to company leaders to navigate these expectations if they want to remain competitive in the current labor market.
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    10 Ways Current Clients Can Get You More Clients

    Posted: June 27, 2024
    Your clients should want to see you succeed. They can act as your ambassadors if they know what to look for and how to bring your name into the conversation.
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    Financial Planning for the 21st Century: Know the Differences

    Posted: June 26, 2024
    Knowing which financial planning vehicle to use ensures a more comprehensive financial plan for your client. Being well-informed about structured settlements or Roth IRAs, for example, can make a significant difference when it matters most.
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    5 Tips to Draft a Captivating Story

    Posted: May 23, 2024
    Drafting a captivating story can be difficult. But with the right tips and tools, a white screen can quickly become an experience that takes readers on a journey.