Blog

As a family office leader, you likely receive large volumes of financial data from multiple third parties, including your investment accounts....

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...

Business owners who received the Paycheck Protection Program (PPP) loans under the CARES Act were ineligible for the employee retention credit...

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...

Even in “normal” times, achieving and maintaining a good inventory turnover ratio (ITR) is a balancing act. Manufacturers don’t want to have to...

Dental service organizations (DSOs) are growing in popularity as a model for U.S. dental practices. DSOs contract with dental practitioners to...

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...

After months of deliberation, Congress has reached an agreement on a second stimulus to provide relief to businesses and individuals adversely...

One of the most significant goals of the Patient Protection and Affordable Care Act (ACA) is the volume-to-value transition (VVT) from a...

As the anchor of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, the Paycheck Protection Program (PPP) has been instrumental in...