Mar 25, 2019
Benjamin Hall, vice president and managing director of JKJ Retirement Services in Newtown, Pa., and Susan Diehl, QPA, CPC, ERPA, president of PenServ Plan Services Inc. in Horsham, Pa., discuss adding value to client relationships in the world of employee benefit plans. Both Hall and Diehl will be joined by Melissa...
Mar 18, 2019
Cybersecurity, artificial intelligence, robotic process automation: everywhere you look, business processes are becoming more digitized. According to a recent report from RSM US LLP, CFOs need to take a larger role in driving the strategies of their organizations when it comes to technological progress. To discuss the...
Mar 11, 2019
In today’s competitive CPA marketplace, you must make sure that your best and brightest CPAs remain invested and engaged. To explore ways to achieve this goal, we spoke to Jennifer Wilson, partner and cofounder of ConvergenceCoaching LLC, in a wide-ranging discussion on some of the most pressing topics in the...
Mar 4, 2019
According to Brian Jones, CEO of Windmill Capital Management in Menlo Park, Calif., solar tax equity has been increasing in popularity since 2008. Solar tax equity is an ownership position in a solar project that receives most of the tax benefits from the project. Jones discusses the tax planning opportunities...