Accounting

High-Net-Worth Clients and Charitable Giving

If you have high-net-worth clients, you should understand the ins and outs of charitable giving. Of course, many U.S. families and individuals give to charity and are likely already aware…

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Insurance

New updates

New Reporting Requirement for Small Businesses Begins January 1, 2024

The Corporate Transparency Act (CTA) will require small businesses to report ownership information to the Financial Crimes Enforcement Network of the U.S. Department of the Treasury between January 1, 2024,…

Inheritance Planning for Intangible Assets

In the realm of estate planning, one often overlooks digital assets. Yet, they form a significant part of your legacy. As we immerse ourselves more into the digital age, your…

The Evolving Landscape: Stay Ahead with These Insurtech Trends

The insurance industry is still undergoing a technology-fueled evolution, with insurtech startups at the forefront of ushering in new innovations. The Forward50 Americas report (Report) from InsureTech Connect and Sønr…

The 2-Week Vacation Test: How To Build A Wildly Successful Business That Can Run & Thrive Without You—Austin Netzley, Founder, 2X

Can you take a 2-week, uninterrupted vacation?  If you can’t or don’t think you can, then this episode is for you. Our guest today is Austin Netzley, who talks about…

Airbrush Tanning Brand Pure Glow to Franchise Following $1.4 Million Seed Funding | Franchise Mergers and Acquisitions

Pure Glow has two corporate-owned locations open in Massachusetts with one more in the works. The company recently signed its first franchisee for a studio in Phoenix. Nearly a decade…

Highmount Madison Targeting Fast Growth for Newly Acquired 4Ever Young | Franchise News

Highmount Madison co-managers Dan Amin, far left, and James Kapnick, far right, struck a deal to acquire 4Ever Young Anti-Aging Solutions from the brand’s founders Carlton Washington, second from left,…