Financial Planning

AccountsIQ launches Non-Financial Metrics tool to empower finance teams with a 360° view of.. AccountsIQ launches Non-Financial Metrics tool to empower finance teams with a 360° view of..

New addition to AccountsIQ’s reporting suite enables AIQ3 users to combine financial and..
Can a Beneficiary in Indiana Sell, Gift, or Pledge a Trust Interest? Can a Beneficiary in Indiana Sell, Gift, or Pledge a Trust Interest?

Trusts are frequently used in modern estate planning and often serve as substitutes for a Last Will ..
3 minutes with James Sundin 3 minutes with James Sundin

Introducing James Sundin, Co-founder and Chief Evangelist at R.E.P.R.E.S.E.N.T Group, and expert in ..
The Ultimate Guide to Participating in Business Events in Douglas County, Nebraska The Ultimate Guide to Participating in Business Events in Douglas County, Nebraska

Learn about the importance of business events in Douglas County, Nebraska and the average cost for..
Navigating the Regulations and Limitations of Business Events in Douglas County, Nebraska Navigating the Regulations and Limitations of Business Events in Douglas County, Nebraska

Learn about the regulations and limitations surrounding business events in Douglas County, Nebraska ..
The Ultimate Guide to Annual Business Events in Douglas County, Nebraska The Ultimate Guide to Annual Business Events in Douglas County, Nebraska

Discover the top annual business events in Douglas County, Nebraska and how they can benefit your..
Understanding the Demographics of Business Event Attendees in Douglas County, Nebraska Understanding the Demographics of Business Event Attendees in Douglas County, Nebraska

As an expert in business event planning in Douglas County, Nebraska, I have a deep understanding of ..
How Family Caregivers in Indiana Can Get Financial Help How Family Caregivers in Indiana Can Get Financial Help

Across the country, tens of millions of people provide regular care for an aging or disabled family ..
What happens if an Executor loses capacity? What happens if an Executor loses capacity?

Being named as an Executor in a Will comes with significant responsibility, from valuing all the..
The connected accountant: why technology is the future of accounting The connected accountant: why technology is the future of accounting

Today, the most successful accountants are proactive advisors, seamlessly integrated into their..
BBB Tax Update: Estate Planning Changes You Must Know for 2025 BBB Tax Update: Estate Planning Changes You Must Know for 2025

In this timely update, Bill Bell, Vice President of Advanced Sales at Penn Mutual, breaks down the..
Registration opens for the seventh Accountex Summit Manchester Registration opens for the seventh Accountex Summit Manchester

Last year’s event was hailed a huge success, welcoming double the number of attendees than two..
Do I Need An Estate Tax Attorney? - Wealth and Estate Planners Do I Need An Estate Tax Attorney? - Wealth and Estate Planners

Do I Need An Estate Tax Attorney? In this informative video, we’ll cover the essential aspects of..
5 Financial Ratios Every Small Business Owner Should Understand 5 Financial Ratios Every Small Business Owner Should Understand

Running a small business is a rewarding but complex journey. You wear many hats, marketer, manager, ..
Beyond the Buzz: How the use of practical AI can transform finance departments Beyond the Buzz: How the use of practical AI can transform finance departments

AI can unlock faster, safer and more strategic financial operations. We are in the midst of an..
3 minutes with Hilary Lewis 3 minutes with Hilary Lewis

Introducing Hilary Lewis, Marketing Director, Winchester Corporate Finance. She’s your self..
Understanding the Complexities of Mergers & Acquisitions Understanding the Complexities of Mergers & Acquisitions

Mergers and acquisitions (M&A) are among the most transformative decisions a business can make...
How to Protect Your Non-Citizen Spouse in Your Indiana Estate Plan How to Protect Your Non-Citizen Spouse in Your Indiana Estate Plan

With an increasing number of people relocating and forming international relationships, it has..
Including a Letter of Instruction in Your Indiana Estate Plan Including a Letter of Instruction in Your Indiana Estate Plan

When you think about putting an estate plan together, you probably focus on important legal..
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Talking to Loved Ones about Your Estate Plan: Important Topics to Cover Talking to Loved Ones about Your Estate Plan: Important Topics to Cover

Estate planning is about more than just deciding how to distribute your assets. It is an..
Can I Decline an Appointment as Executor in Indiana? Can I Decline an Appointment as Executor in Indiana?

When someone passes away, their estate must be managed and distributed according to their wishes or ..
How Long Will It Take to Receive an Inheritance in Indiana? How Long Will It Take to Receive an Inheritance in Indiana?

Learning that you are set to receive an inheritance can bring a mix of emotions. While it may..
How Does Portability Fit into Your Indiana Estate Plan? How Does Portability Fit into Your Indiana Estate Plan?

Portability is an important yet often overlooked aspect of federal gift and estate tax planning. It ..
International Business Success Starts With Smart Financial Planning In Jonesborough, TN International Business Success Starts With Smart Financial Planning In Jonesborough, TN

International business success often begins with a strong foundation in financial planning, and..
Your Guide to Filing Form 2553: Electing S Corporation Status for Your Business Your Guide to Filing Form 2553: Electing S Corporation Status for Your Business

If you’re a small business owner considering the S corp route, IRS Form 2553 is the key to electing ..
The Impact of Political Stability on International Financial Planning The Impact of Political Stability on International Financial Planning

Learn how political stability or instability can affect international financial planning and the..
Expert Tips for Saving Money on Health Insurance Premiums Expert Tips for Saving Money on Health Insurance Premiums

Learn from an expert how you can save money on health insurance premiums without compromising on..
The Role of Technology in International Financial Planning The Role of Technology in International Financial Planning

Discover how technology is revolutionizing international financial planning and how it can benefit..