How to Prepare for a Tax Assessment – Tips and Strategies to Avoid an Appeal

Even though property assessments can be subjective, business owners can take proactive steps to prepare themselves for their evaluation and avoid having to file formal appeals. Accurate tax assessments promote… Read more

The Future of Work: Financial Planning for AI and Automation

The COVID-19 pandemic has amplified existing trends that are altering workplaces, workforces and the very nature of work itself. Understanding these developments is imperative if organizations wish to remain competitive.… Read more

Tax Planning for Life Events

Managing taxes can be challenging during significant life events, such as marriage, divorce, having children, buying a home or retiring. Proper tax planning helps minimize the impact on your finances… Read more

Maximizing Credit Card Rewards in 2023

Maximizing credit card rewards can result in a substantial amount of cash back, points or miles each year. However, it requires a disciplined strategy. The first step is to identify… Read more

The Role of AI and Machine Learning in Financial Planning

Artificial Intelligence (AI) is rapidly revolutionizing business processes, especially those within finance. AI allows organizations to automate processes and lower error rates with reduced human intervention required in doing so.… Read more

The Role of Insurance in Financial Planning

With adequate insurance in place at an appropriate level, you and your family are protected from unexpected events and events that disrupt life’s plans. Furthermore, having sufficient cover provides you… Read more