7 Book Recommendations for Not-for-Profit Leaders Curling up in a blanket by the fireplace with some hot cocoa and a...
Archive for category: News
Unclaimed Property: When Does the Auditing Go Too Far?
Unclaimed Property: When Does the Auditing Go Too Far? You know those gift cards you never got around to using?...
Find the Answers to Your Practice Management Questions
Find the Answers to Your Practice Management Questions Do you have questions about the best practice management direction for...
Professional New Year’s Resolutions
Professional New Year’s Resolutions “A goal without a plan is just a wish.” — Antoine de Saint-Exupéry As a...
Leave Yourself Behind When Working With Clients
Leave Yourself Behind When Working With Clients I once attended a workshop in which an established adviser shared a story...
Make a List, Check it Twice: Sensible Holiday Shopping
Make a List, Check it Twice: Sensible Holiday Shopping Walk into any drug store, and you’ll be bombarded with holiday...
5 Things You May Not Know About IRS Form 990
5 Things You May Not Know About IRS Form 990 With over 300 pages of instructions and 300 possible...
8 Ways to Save Money at Lunchtime
8 Ways to Save Money at Lunchtime Lunch prices are getting out of control. For instance, working in midtown Manhattan,...
Blast from the Past: Lessons Learned from #AdviceAt25
Blast from the Past: Lessons Learned from #AdviceAt25 Look back at your 25-year-old self — what would you tell her...
Six Tips for Valuation Experts in High Stakes Divorces
Six Tips for Valuation Experts in High Stakes Divorces The headlines announcing Brad Pitt and Angelina Jolie’s divorce were just...