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Understanding Trust Beneficiary Rights in Indiana
When a trust is created in Indiana, the individuals named as beneficiaries gain important legal..
FRS 102 Changes You Need to Know for UK GAAP & IFRS Alignment
Big changes are coming to accounting in the UK and Republic of Ireland. The Financial Reporting..
Bridging the AI efficiency gap: the critical role of training
The promise of AI is everywhere — in productivity claims, efficiency forecasts and bold headlines..
Trusts Explained - Canadian Edition
Join me in this video where I demystify trusts in Canada.This financial planning Swiss Army knife..
Do I Need An LLM In Tax To Do Estate Planning?!
You don't need to be a legal or tax expert to launch an estate planning practice!
Speaker Q&A: Pete Miller
Introducing Pete Miller CTA (Fellow), Director & Head of Corporate Tax at Jerroms Miller. He..
The Importance of Including Advance Directives in Your Indiana Estate Plan
Creating an estate plan is often associated with distributing assets after death, but a..
Planning for the 2025 tax break | UBS Trending
Big changes are here for estate and business owners. The new tax law just rewrote the rules on..
From chaos to control: Eliminate the errors undermining your finance team
With compliance pressure rising and manual processes prone to error, finance leaders need more than ..
Why use cloud-based corporation tax software?
Why use cloud-based corporation tax software? We used to be accountants, so we understand how..
Should You Act Now In Anticipation of New Estate Tax Rules?
To request a no-cost zoom estate planning design meeting: Our national estate planning law firm..
IRIS Software Group Appoints Jason Dies as new Chief Executive Officer
IRIS Software Group, a leading global provider of accountancy, education, HR and payroll software,..
Make Your Trust Own Everything! A Proper Explanation
Book a Professional Tax Strategy Consultation ▶ Cost Segregation Tax Savings Calculator ▶ Download..
International Estate Planning - Canada | Understanding Cross-Border Taxation & Asset Protection
Estate planning attorneys, Matt Dana and Trevor Whiting of Dana Whiting Law dive into the..
New Tax Law Revealed: Smart Moves to Protect Your Legacy
A new tax law (the big beautiful bill) was just passed. What does it mean for you, your family, and ..
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..
The Strawberry and Cream VAT Debate
Marks & Spencer’s latest culinary offering – a strawberries and cream sandwich inspired by Japan’s..
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..
Why the Way You Title Jointly Owned Property Matters in Indiana
When two or more individuals purchase property together, they must decide how they wish to take..
3 minutes with James Sundin
Introducing James Sundin, Co-founder and Chief Evangelist at R.E.P.R.E.S.E.N.T Group, and expert in ..
Karbon launches client portal to eliminate bottlenecks in firm-client work
Karbon for Clients gives firms and clients a single place to manage tasks, documents, and messages, ..
Top 5 mistakes to avoid when outsourcing finance and accounting in 2025
Outsourcing finance and accounting can bring significant benefits to small businesses –..
Do Living Trusts File a Tax Return?
Attorney Andrew Bethel from Bethel Law answers a common question about trusts: Do they need to file ..
How Does The Massachusetts Estate Tax Affect Estate Planning? - Wealth and Estate Planners
How Does The Massachusetts Estate Tax Affect Estate Planning? In this informative video, we will..
The 5 Worst States to Live in When You Die – Hidden Taxes They Don’t Tell You About
In this video, Toby Mathis and attorney John Anderson reveal the five worst U.S. states to pass..
Case Studies In Estate Tax Planning - Learning By Example
PPT Slides: Gassman, Crotty & Denicolo, P.A.1245 Court StreetClearwater, FL 33756
Understanding the 1099-NEC Form: A Complete Guide
If you’re new to being a self-employed taxpayer or you’ve hired an independent contractor for the..
The PERFECT Retirement Tax Plan (Step by Step Guide)
Schedule a call with us to see how we can help you get more out of retirement 👇🏼 VIDEO: How to..
Asset Protection Strategies for Your Indiana Estate Plan
When you begin to put together your estate plan, your initial focus is likely on deciding how your..
Estate Planning Basics For 2025
To request a no-cost zoom estate planning design meeting: Our national estate planning law firm..
How to Handle a Beneficiary Who Can’t Handle Money
Planning for the distribution of your assets after you’re gone is a crucial aspect of estate..
Minimize State-Level Estate Tax: Estate Planning Strategies
Our estate planning law firm is based in Louisiana and trusted by families nationwide. We’ve built..
Deceased Estate Tax in Australia Explained: What You Need to Know
Deceased estates in Australia come with important tax obligations that executors and beneficiaries..
How Family Caregivers in Indiana Can Get Financial Help
Across the country, tens of millions of people provide regular care for an aging or disabled family ..
Multi-Generational Estate Planning: LONG-TERM TIPS
Living trust attorney Jim Cunningham gives tips on Estate Planning with a long-term view,..
What happens if an Executor loses capacity?
Being named as an Executor in a Will comes with significant responsibility, from valuing all the..
Can I Take Steps Now to Avoid Guardianship in Indiana?
It can be difficult to consider a future in which you are no longer able to manage your own affairs...
ADVANCED Estate Planning for High Net Worth Families: Tax Tips
If you have a high net worth, you and your family MUST consider these advanced Estate Planning..
The connected accountant: why technology is the future of accounting
Today, the most successful accountants are proactive advisors, seamlessly integrated into their..
2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your..
