Technology February 18, 2025
"We are unveiling our new brand to solidify our mission to build the best technology suite for wealth, estate planning, workflow automation and agentic AI for family offices,” said Dean Palmiter, co-founder and CEO of Asseta.
February 17, 2025
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February 12, 2025
February 12, 2025
October 18, 2020
In the U.S., about 48% of theaters have reopened so far, according to researcher Comscore Inc, though those in New York City and Los Angeles, two major markets, have yet to resume business.
October 18, 2020
As small business owners continue to navigate the COVID-19 crisis, many are grappling with significant new challenges. According to a recent LendingTree survey of almost 1,400 small business owners, day-to-day business disruptions have spurred ...
October 13, 2020
With workers now distributed outside city limits, many companies are unknowingly overpaying these local taxes. The problem is that navigating this tax landscape is extremely complex, especially without accurate, reliable data.
October 9, 2020
The Small Business Administration (SBA) has issued new guidance relating to a change of ownership of a business entity that has received a tax-favored loan under the Paycheck Protection Program (PPP). Although the SBA procedural notice clarifies the rules, it doesn’t provide all the answers. Background: Under the Coronavirus Aid, Relief, and Economic Security (CARES)...…
October 9, 2020
Leaders always rise to the occasion during moments of crisis — but the qualities that matter right now, and the qualities that mattered during, say, the The Blitz in London, are not one and the same. Namely, traits like honesty, transparency and ...
October 7, 2020
By studying extraordinary people to learn how they became the best in their fields, along with recording every stage of his own progress — including the mistakes — Rollins has created a playbook of proven strategies to help others on their ...
October 5, 2020
The new U.S. Bank Instant Card is a fast, efficient, and simple way for employees, contractors, or consultants to make business purchases without using a personal credit card or filling out complex expense reports.
October 5, 2020
At an event honoring the twentieth graduating class of the 10,000 Small Businesses program at LaGuardia Community College in New York, we asked some of the business leaders in attendance to share their insights on business-building and how to further ...
October 1, 2020
After a remarkably hot summer, home sales are expected to peak this fall then taper off in 2021 while staying above pre-pandemic levels, according to a forecast by Zillow's team of economists in this week's Market Report. Key market stats from ...
October 1, 2020
While nearly half of small business owners believe they are prepared to handle a cyberattack, only 39% of independent agents believe that their customers are prepared to prevent one. Only 17% of small business owners, or fewer than 1 in 5, say they have c
October 1, 2020
Contactless services and touchless payments are the backbone to business success today. Many local businesses cannot afford to build their own mobile app or maintain effectual customer communications while keeping overhead costs low.
September 30, 2020
Ready to start your own accounting firm? Here's how to decide which entity type is best if when starting a new practice.