As a family office leader, you likely receive large volumes of financial data from multiple third parties, including your investment accounts....
Read more.High-net-worth (HNW) families have a wide range of commitments and interests vying for their attention, time, and money. For this reason, it's...
Read more.PPP Loan Borrowers Can Qualify for Employee Retention Credits Under New Stimulus Package
Business owners who received the Paycheck Protection Program (PPP) loans under the CARES Act were ineligible for the employee retention credit...
Read more.In a year that has tested our healthcare system to the brink, one of the bright spots has been a rapid increase in the use of telehealth in many...
Read more.Managing Inventory Turnover Ratio to Improve Manufacturing Efficiency
Even in “normal” times, achieving and maintaining a good inventory turnover ratio (ITR) is a balancing act. Manufacturers don’t want to have to...
Read more.Should You Transition Your Dental Practice to a DSO? Pros and Cons
Dental service organizations (DSOs) are growing in popularity as a model for U.S. dental practices. DSOs contract with dental practitioners to...
Read more.From the TCJA to the CARES Act: 2020 Federal Tax Changes to Know
Long before COVID-19 entered the picture, the IRS and Treasury were still issuing guidance for provisions in the Tax Cuts and Jobs Act (TCJA), the...
Read more.After months of deliberation, Congress has reached an agreement on a second stimulus to provide relief to businesses and individuals adversely...
Read more.The Challenges in Shifting from Fee-for-Service to Value-Based Healthcare
One of the most significant goals of the Patient Protection and Affordable Care Act (ACA) is the volume-to-value transition (VVT) from a...
Read more.5-Part Video Series: Understanding the PPP Loan Forgiveness Process
As the anchor of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, the Paycheck Protection Program (PPP) has been instrumental in...
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