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Practice and Client Management

Tax Strategies for Summer Daycare, Jobs and Vacation Rentals

Summer always comes to an end, but financial advisors, tax professionals and their clients can fondly remember the fun in the sun and big savings on the next tax day. Day camp for children under 13 yearsa summer job for…

The tax policy deadline is after the 2024 election

As Democrats rally around Vice President Kamala Harris at their convention in Chicago this week, a key tax deadline at the end of next year is approaching. While financial advisors and tax experts are closely watching the December 31, 2025,…

Is it time for consultants to reduce their technology stack?

Consulting firms are increasingly asking themselves whether their technology stack contains too many technologies. Studies show that some consulting tools are used very rarely, inadvertently leading to technical debt for firms rather than technical efficiency. “I think the term is…