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Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.
June 25Life Planning Partners -
The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?
May 25 -
While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”
May 15 -
A report says that boomers and Gen X-ers should expect disruptions in the labor force in the next 12 years.
March 19 -
Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.
March 13 -
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An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.
March 12 -
As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.
February 9 -
Here's four reasons your business might be struggling and what you can do about it.
February 5 -
Bronfman Rothschild executives have learned important guidelines on evaluating deals.
February 5Bronfman E.L. Rothschild