From Efficient to Enduring: The Keys to an Extraordinary Client Experience

Published on February 13, 2025

There are three levels to master. First, figure out which level best describes your firm.

       
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DOL Hits Pause on Fiduciary Rule Appeal

February 12, 2025
DOL has filed to pause its consolidated appeals of two district courts' universal stays of Labor's 2024 fiduciary rule.      Related StoriesAdvisor Shortage Could Reach 100,000 by 2034: McKinseyEquitable Weighs Options for Its Life BusinessAARP Makes the Republican Case for Adding a Caregiver Tax Credit

Why TurboTax Doesn’t Work for Tech Professionals

February 13, 2025
If you work in tech, chances are your taxes aren’t simple. You’ve got RSUs, ISOs, AMT, ESPPs—maybe even some QSBS. And if you’ve ever used TurboTax to file, you might have that nagging feeling: Did I do this right?You’re not alone. Every year, we see tech employees unknowingly overpaying or underpaying their taxes because TurboTax doesn’t handle stock compensation well. It’s not that TurboTax is b