CAS

June 9, 2021 

The technology tools available to assist in this area led me to prepare my first estate plan. When I ran my first personal financial planning models and estate plans in the Kettley Publishing and Back Room Technician, now Advisys solutions with over ...

Randy Johnston

May 13, 2021 

From the May 2021 Issue. Has your practice evolved to a new way of working, or are you doing things pretty much as you did a decade or more ago? Through the years, I have tried to show you a safe way to upgrade your practice tools with technology while still serving your client well...…

Randy Johnston

May 12, 2021 

A&M’s Global Trade and Customs helps clients to strategically manage tariff and tax liabilities and maintain compliance across the spectrum of trade and customs requirements, including sanctions and export controls impacting services and ...

April 22, 2021 

At the end of the day, building relationships with our clients and helping them succeed is our goal. These are just a few of the ways we like to ensure each client that comes to us is the right fit for their needs and ours.

April 21, 2021 

The Information Technology Alliance (ITA), an independent membership association of leading mid-market technology professionals, consultants and product/service providers in North America, today announced the Virtual Spring Collaborative, to be held online from April 26-28, 2021. Attendees can expect a full session agenda designed for ITA members and guests, in addition to networking with leaders of...…

April 1, 2021 

From the April 2021 Issue. When did collaboration become a “must have?” While many milestone releases of products could be shown as the starting line, working simultaneously together on the same file is an attitude. It is different this decade than it was at any time before. While I still despise getting large documents via...…

Randy Johnston

March 18, 2021 

It’s tax time and, be it virtually or in person, we’re meeting with many of our clients. In some cases, it’s the only time all year we will hear from them. We need to gather the appropriate financial information so that we can prepare their tax ...

Gail Perry

March 17, 2021 

We got into this profession to help our clients achieve their goals and grow their businesses, and even if most of your work involves individual returns, there are still personal goals to meet. It’s time to put your advisory services hat on ...

February 17, 2021  Sponsored

Address client needs in a changing world

February 17, 2021  Sponsored

The five key ingredients for success

February 10, 2021 

Many of the professionals surveyed noted that they were forced into a de facto business advisor role during the onset of the pandemic, as clients sought advice about everything from applying for Paycheck Protection Program loans to how to manage their ...

February 8, 2021 

Fieldguide’s cloud-native platform augments the expertise of practitioners with a flexible workflow automation engine across cybersecurity and regulatory standards such as SOC 2, NIST CSF, ISO 27001, SOX404, and PCI DSS.