Expert Insights

EXPERT INSIGHTS

How to Be a Next-Gen Firm Instead of Playing It Safe

Accounting, audit, and advisory firms are facing a moment of truth. The traditional model? It's under pressure from all sides. And it’s not just one thing driving the shift—it?...

EXPERT INSIGHTS

Internal Auditors and the Vendor Vetting Mandate

Third-party vendors are the unsung heroes—and sometimes the high-risk partners of today’s business world. Whether they’re managing your IT backbone or wrangling f...

EXPERT INSIGHTS

How Can Advisors Make the Most of Life Insurance Living Benefits

Life insurance usually gets put in the “break-glass-in-case-of-emergency” category. It’s the financial version of a fire extinguisher—everyone’s glad it’s there, but no...

EXPERT INSIGHTS

How Accountants Can Keep It Real with Authenticity

Ever feel like you’re grinding day in and day out, but something’s missing? You’ve got the credentials, you’ve nailed the billables, and your clients are happy—but deep d...

EXPERT INSIGHTS

No Theft Loss Deduction for a Stolen Heart

In January of 2025, the IRS issued more bad news for victims of romance scams. Applying to tax years 2018–2025, the Tax Cuts and Jobs Act of 2017 (the “TCJA”) eliminated the ...

EXPERT INSIGHTS

The 7-Figure Retirement Game Plan You Gotta Know

If your client is a successful business owner earning over $500,000 annually, you’re likely looking for ways to minimize taxes while building meaningful retirement savings for th...

EXPERT INSIGHTS

Non-Traditional Revenue Strategies for Audit, Tax and Advisory Firms

As Audit, Tax, and Advisory firms increase their profile with investors—and as the top players start landing serious funding—the whole industry is facing the heat. The pressure...

EXPERT INSIGHTS

How Accountants Are Evolving Beyond Spreadsheets in the Age of AI

Recent announcements from Deloitte and EY are quickly changing what AI can do in the accounting field. Their agentic AI solutions are based on high-tech platforms such as Nvidia's ...

EXPERT INSIGHTS

How Advisors Can Safeguard Client Life Insurance?

Did you know that, according to a Harris Poll, about 65% of the population mistakenly thinks that the price initially established with an insurer for their non-guaranteed life insu...

EXPERT INSIGHTS

How to Scale Audit, Tax & Advisory Firms in a Changing Market?

Audit, Tax, and Advisory firms are evolving due to changing client expectations, technological advancements, and regulatory shifts. Over the past five years, private equity investm...

EXPERT INSIGHTS

Audit, Tax and Advisory Firms Navigating Success in a BANI World

Until recently, business leaders characterized the environment in which companies operate as a VUCA world (Volatile, Uncertain, Complex, and Ambiguous). This perspective drove lead...