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Disconnected systems are burning out your accounting team – Here’s how to make tech a selling point instead of a detractor
As a firm leader, you’re well aware of the ongoing talent shortage in the accounting industry. It’s ..
It’s Time for an Annual Estate Plan Review
As the close of the year approaches, many individuals take time to reflect on their personal and..
Lesson 23: Estate Planning 1: Estate Taxes and Trusts (2013)
NOTE: This is the older version of this content. The more recent version, which features up to date ..
Roth Conversions in the 22% and 24% Tax Brackets - Is It Worth It?
Are Roth conversions only worth it in the 10% or 12% tax bracket? Not always. In this episode of..
Basic Steps Of Estate Planning | Wills, Probate Taxes and Powers of Attorney.
This episode dives into the side of personal finance most people avoid but absolutely need to..
Do Trusts Avoid Estate Taxes?
Hear from ELG Estate Planning founder and top Estate Planning Attorney Lynn St. Louis as she talks..
How Do Tax Law Changes Affect My Estate Plan?
Navigating the complexities of estate planning can be challenging, especially with evolving tax..
AccountsIQ expands workforce 38% amid rising need for agile finance transformation
“Finance leaders are under pressure to act quickly but that can lead to choosing the wrong..
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..
IRIS Software Group launches AI-powered tax anomaly detection tool built on Microsoft Foundry
New tool, which will be integrated into IRIS Elements and IRIS Accounting Suite for all customers,..
Two major shifts at the same time: MTD ITSA and Companies House Reform
Two major shifts landing at the same time – and how firms can stay in control MTD ITSA: the..
🎙️ Sponsored Episode: How Doctors Can Legally Cut Taxes: Smart Tax Planning with DocWealth
📄 If you're a physician looking to keep more of what you earn, this episode is packed with..
3 minutes with Mike Roe
In this interview with Mike Roe, we explore the lessons and leadership insights that shaped his..
10 Tax Moves You Must Make Before December 31st
In this episode, Toby Mathis, Esq. and tax attorney Eliot Thomas, Esq. walk through 10 powerful tax ..
Contingency Planning in Your Indiana Estate Plan
The ability to decide who will receive your estate assets after you are gone is one of the most..
What the New Companies House Identity Verification Regime Means for Your Practice
Under the Economic Crime and Corporate Transparency Act 2023 (ECCTA), Companies House is in..
Give Me 8min and I’ll Save You 50k in Tax
🔥 Want to become Jasmine's client? Tax Planning & Returns, Accounting, and IRS Tax Resolution: 🔥..
Karbon Launches Smart Tax Organizers and Binders Powered by StanfordTax to Streamline Tax Season
The new AI-powered organizers, automated document assembly, and dynamic binders give tax firms one..
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..
What Tax Law Revisions Impact My Estate Planning?
Considering your estate planning in light of recent tax law changes? This video breaks down how new ..
Trusts and Today's Estate Tax: Why Many Federal Employees May Need to Revisit Old Plans
Many federal employees set up trusts years ago to avoid estate taxes — but 2025’s higher exemption..
Optimizing Liquidity & Capital Structure | vcfo
Assessing & Optimizing Your Liquidity & Capital Structure The strength of your company’s liquidity..
CFO Insights – Austin – Sep 2025 | vcfo
This article was co-authored by Donna Zinsmeyer and Deborah Doherty. Behind the Numbers: CFO..
Serving as Executor in Indiana? How to Avoid Common Mistakes
Being appointed as the Executor of a loved one’s estate is both a privilege and a serious legal..
Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
Estate Planning for High-Net-Worth Families: Beyond the Basics with Michael Offenheiser, Partner,..
How to convince your Board to digitalise Accounts Payable
Board members need a clear view of the risks that can occur with manual invoice processing, along..
10 Predictions for Tax and Accounting Professionals in 2026
1. Making Tax Digital (MTD) Will Be a Major Compliance Hurdle—And a Growth Driver MTD for Income..
How Bill Gates and Warren Buffett Estates Will Pay ZERO Estate Tax
Build your estate plan online! MyAdvocate is the online solution for creating and maintaining your..
Zeroing Out Estate Tax with The Washing Machine | Protect Your Wealth and Maximize Inheritance
Learn more about our national estate planning services at Dana Whiting Law:Request a Free estate..
End of Year Tax Planning
Let's talk some tax stuff - can it be an more exciting!!!🎙️ New to streaming or looking to level..
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..
Lesson 23: Estate Planning 1: Estate Taxes and Trusts (2017)
This lesson is based off of Chapter 30 of the text for Finance 418. Professor Bryan Sudweeks of..
What the Autumn 2025 Budget means for probate and estate administration
Last year’s Autumn Statement marked a major shift in tax policy. It introduced changes to..
Texas Businesses Get Funded Fast with Cornerstone Capital Advisors
The post Texas Businesses Get Funded Fast with Cornerstone Capital Advisors appeared first on..
How Does Administering an Estate Differ from Administering a Trust in Indiana?
When someone passes away, their property and financial and personal affairs must be settled in an..
Tax Law Changes and Your Estate Plan
Tax laws evolve, sometimes quietly, and those changes can reshape how your estate plan actually..
Family Trusts | 2 Important Tax Planning Strategies
Do you want to get in touch? Today I’m going to discuss two of the most important tax strategies..
Nine Network Special | How the New Tax Law Affects Your Future Planning
Hear experts discuss the importance of estate planning in this half-hour Nine Network Special.
How Do New Tax Laws Affect My Estate Plan?
Are you wondering how recent tax law changes could impact your carefully crafted estate plan? It's..
6 States Planning to Replace Property Taxes With Consumption Taxes (New System Revealed)
#TaxRevolution #ConsumptionTax #SmallTownSecrets💥 A radical shift is coming. Six U.S. states are..
