Financial Planning

How to Find the Right Caregiver for Your Parent How to Find the Right Caregiver for Your Parent

Most people grow older with the quiet assumption that their parents will remain steady and..
Why Should I Try to Avoid Probate in My Indiana Estate Plan? Why Should I Try to Avoid Probate in My Indiana Estate Plan?

Probate is the formal legal process through which a deceased person’s property is identified,..
Trusts & Taxes: What You Need To Know Trusts & Taxes: What You Need To Know

People often come to us curious — or confused — about the role trusts play in saving on taxes.There ..
Unpopular Opinions From an Estate Planning Attorney #217: Zero Tax Isn’t the Goal Unpopular Opinions From an Estate Planning Attorney #217: Zero Tax Isn’t the Goal

Unpopular Opinions From an Estate Planning Attorney #217: Zero Tax Isn’t the Goal🔥 Looking for..
Estate Planning 101 in under 60 seconds. Estate Planning 101 in under 60 seconds.

Estate Planning 101 in under 60 seconds.🔥 Looking for estate planning help? We're pros at it and..
3 minutes with Mike Roe 3 minutes with Mike Roe

In this interview with Mike Roe, we explore the lessons and leadership insights that shaped his..
ACCA names key five principles for public sector finance professionals to lead with purpose ACCA names key five principles for public sector finance professionals to lead with purpose

In a challenging environment the public sector accountants need strong vision to build optimism..
Estate Planning Bombshell: The Tax Trap That Could Devastate Your Heirs! Estate Planning Bombshell: The Tax Trap That Could Devastate Your Heirs!

Welcome to Music City Estate Law! In this video, we delve into Estate Planning Mistake #4: Failure..
Do You Pay Taxes on Lawsuit Settlements? 5 Common Examples Explored Do You Pay Taxes on Lawsuit Settlements? 5 Common Examples Explored

In this video, settlement planning attorney and Certified Financial Planner Greg Maxwell addresses..
Estate Tax Update: How It Affects Your Estate Plan Estate Tax Update: How It Affects Your Estate Plan

The federal estate tax exemption is set to change in 2026, but what does that actually mean for..
IRIS Software Group appoints Marissa Carlson as Chief Marketing Officer to accelerate growth and.. IRIS Software Group appoints Marissa Carlson as Chief Marketing Officer to accelerate growth and..

Jonathan Priestley assumes newly created role as General Manager for Global Accountancy Solutions..
Beyond the numbers: How agentic AI and MTD empower strategic advice Beyond the numbers: How agentic AI and MTD empower strategic advice

Making Tax Digital (MTD) for Income Tax compresses the compliance calendar for many clients and..
IRIS Software Group partners with Telleroo to deliver faster payroll payments IRIS Software Group partners with Telleroo to deliver faster payroll payments

New integration enables businesses to optimise payment timing and process payroll with enhanced..
Securing the Accounts Payable process: Why control and compliance start with automation Securing the Accounts Payable process: Why control and compliance start with automation

Accounts Payable (AP) is among the riskiest, most resource-draining areas of finance department..
The Changing Face of the Workforce in Northern Virginia The Changing Face of the Workforce in Northern Virginia

An expert's perspective on the evolving demographic makeup of the workforce in Northern Virginia,..
The Crucial Role of Northern Virginia's Education System in Supporting Businesses The Crucial Role of Northern Virginia's Education System in Supporting Businesses

As an expert in business development, I have witnessed firsthand the significant impact of Northern ..
The Power of Networking for Women Entrepreneurs in Northern Virginia The Power of Networking for Women Entrepreneurs in Northern Virginia

Discover the various networking opportunities available for women entrepreneurs in Northern..
Empowering Minority-Owned Businesses in Northern Virginia Empowering Minority-Owned Businesses in Northern Virginia

Learn about the unique challenges faced by minority-owned businesses in Northern Virginia and the..
Navigating Business Taxes in Northern Virginia Navigating Business Taxes in Northern Virginia

As a business owner in Northern Virginia, understanding the tax rates and regulations is crucial..
Trump''s 2025 Tax Law: What Expats Need to Know Trump''s 2025 Tax Law: What Expats Need to Know

The “One Big Beautiful Bill Act” made major changes to the American tax code. Key provisions for US ..
The Role of Trusts in Estate Planning The Role of Trusts in Estate Planning

Trusts are one of the most powerful tools in estate planning. They allow you to protect assets,..
How Does A Trust Work In Estate Planning? - Black Tax Solutions How Does A Trust Work In Estate Planning? - Black Tax Solutions

How Does A Trust Work In Estate Planning? Are you curious about how trusts can help protect your..
Avoid These 10 Common Mistakes When Drafting Your Last Will and Testament Avoid These 10 Common Mistakes When Drafting Your Last Will and Testament

For many people, a Last Will and Testament is the first step in building an estate plan and often..
Estate Planning: Beyond the Basics Estate Planning: Beyond the Basics

Ensuring your wealth is passed on according to your wishes requires more than just a basic estate..
Top 5 Indiana Probate Myths Top 5 Indiana Probate Myths

Probate is the legal process that follows a person’s death to ensure that debts are paid, and..
Why Is Tax Planning Crucial For Estate Financial Plans? - Wealth and Estate Planners Why Is Tax Planning Crucial For Estate Financial Plans? - Wealth and Estate Planners

Why Is Tax Planning Crucial For Estate Financial Plans? Are you interested in how proper tax..
What Are The Latest Tax Law Updates For Effective Estate Planning? - Asian Wise Insurance What Are The Latest Tax Law Updates For Effective Estate Planning? - Asian Wise Insurance

What Are The Latest Tax Law Updates For Effective Estate Planning? Are you curious about recent..
Moneypenny’s Accountancy Client Experience Report Moneypenny’s Accountancy Client Experience Report

Here at Moneypenny, we know just how much pressure accountancy firms are under to grow their client ..
ERP nightmares: 94% of finance leaders regret implementation, survey reveals ERP nightmares: 94% of finance leaders regret implementation, survey reveals

AccountsIQ’s 2025 CFO Mindset Report exposes stress, hidden costs and underused features in ERP..
How to Minimize the Risk of Estate Litigation in Indiana How to Minimize the Risk of Estate Litigation in Indiana

Even the most carefully designed estate plan cannot entirely prevent disputes after death. Family..
The Role Of Debt Programs In Optimizing Business Loans For Growth The Role Of Debt Programs In Optimizing Business Loans For Growth

In the current landscape of business finance, the strategic implementation of debt programs is..
How can Accountancy Practices Successfully Onboard New Employees? How can Accountancy Practices Successfully Onboard New Employees?

Creating an effective onboarding process is essential for the success of an accounting team.  When..
From Ledger to Lending: How Accountants Can Add Value Through Embedded Financial Services From Ledger to Lending: How Accountants Can Add Value Through Embedded Financial Services

Being an accountant, you have mastered ledgers, reconciliations, and regulatory compliance. The..
3 minutes with Ben Westerby 3 minutes with Ben Westerby

Ben Westerby is a Fractional CFO, coach, mentor and NED helping owner-managed businesses simplify..
Can I File My Extended Return With A Different Company? Can I File My Extended Return With A Different Company?

Did you file a tax extension with another tax provider but now want to finish filing your tax..
Make Your Trust Own Everything! A Proper Explanation Make Your Trust Own Everything! A Proper Explanation

Book a Professional Tax Strategy Consultation ▶ Cost Segregation Tax Savings Calculator ▶ Download..
Accountex Summit Manchester releases CPD-accredited programme, with MTD and AI taking centre stage Accountex Summit Manchester releases CPD-accredited programme, with MTD and AI taking centre stage

The seventh edition of Accountex Summit Manchester is taking place on 23 September at Manchester..
Cybersecurity in a Cloud-Driven World: Protecting Client Data in the Modern Accounting Firm Cybersecurity in a Cloud-Driven World: Protecting Client Data in the Modern Accounting Firm

97% of UK accountants mostly or totally trust the cloud for storing their data, yet 52% still cite..
Do Living Trusts File a Tax Return? Do Living Trusts File a Tax Return?

Attorney Andrew Bethel from Bethel Law answers a common question about trusts: Do they need to file ..
The Ultimate Guide to Understanding Cancellation Policies for Business Events in Douglas County,.. The Ultimate Guide to Understanding Cancellation Policies for Business Events in Douglas County,..

A comprehensive guide to understanding the cancellation policy for business events in Douglas..