What to do when AI gets you wrong
You’ve changed a lot in the last few years, AI is still reading about the old you. Here is the playbook to change that.
Strategic mid-year tax planning protects capital and enhances cash flow
Corrigan Krause’s Christine Eichmuller on the benefits of proactive tax analysis.
How your website could expose your business to lawsuits from an out-of-state anti-wiretapping law
Buckingham, Doolittle & Burroughs’ David Myers on the litigation risks for commercial website operators from The California Invasion of Privacy Act.
How strategic succession planning protects family businesses
S&T Bank’s Diana Selzer on how succession planning for businesses protects family wealth and establishes a sustainable framework that can insulate companies from future turbulence.
Balancing domestic strength with global opportunity
Glenmede’s David Legeay on how macroeconomic tailwinds and market cyclicality are making the case to expand capital allocation beyond U.S. markets.
Why leaders don’t chase outcomes
Our Lady of the Wayside’s Terry Davis on what it takes to regularly create successful outcomes even as priorities continuously shift.
Maximizing revenue through modern communications infrastructure
Blue Technologies’ AJ Jeffers on the role of modern cloud phone systems in capturing revenue, streamlining workflows and maintaining regulatory compliance.
Maximizing Section 1202 tax exclusions in strategic mergers and acquisitions
Brady Ware’s Kristin Krabacher on the core considerations governing Qualified Small Business Stock preservation during M&A transactions.
Common process pitfalls that can tank a deal
Brady Ware’s Robert W. Evans on the hidden realities of an M&A deal and how both sellers and buyers can insulate themselves from the worst outcomes.
Where does wealth silently leak away?
The 4:8 Group’s Bob Bove on why wealth management is best handled through a synchronized approach where professionals across disciplines operate under unified leadership.