Benefits

AI is making financial advisors more efficient and more connected with clients. But some challenges persist.

Only 28% of CEOs and CFOs polled will increase pay for all employees in response to inflation.

To qualify to use a SIMPLE, the business can’t employ more than 100 workers. This includes any employees who earned at least $5,000 in the previous year.

The Innovation Awards were first presented in 2004, and they honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients ...

Contributions are invested and can grow and compound within your account without any current tax until withdrawals are made. This is an easy type of retirement plan to set up and maintain. 

Gig economy companies classifying their workers as independent contractors continue to face lawsuits, state action, and federal agency enforcement

With the increased time savings, accuracy, clientele growth, and work–life balance that automation provides, it’s no wonder that the financial automation market is growing rapidly.

Surviving The Great Resignation is possible, but your client may need a little help to transition to the new mindset of employees.