Marketing is not only a way of promoting your services, it also forges connections, demonstrates expertise and can lift the image of an entire industry.

If you're outsourcing fund administration but still facing operational inefficiencies, regulatory challenges, or service frustrations, it might be time to reassess your provider.

Recent trends and tax law changes are making the Internal Revenue Code (I.R.C.) Section 179 Energy Efficient Commercial Building Deduction (179D deduction)...

The Financial & International Banking Association (FIBA) renewed its commitment to the Dr. Felix Reyler Memorial Scholarship Fund at FIU Business...

Business owners today have many risks facing their companies, from increasing costs to cybersecurity threats to recruitment and retention of key employees.

Many individuals overlook the importance of reviewing their annuity plans. If you have never evaluated your annuity, or if it has been years since you last reviewed it, now is the time to make sure it aligns.

Value based care (VBC) is being championed by many members of the pharmaceutical industry as a better way to provide care and services to patients. Matthew Hellinger, director in the business...

Real estate developers, buyers, and investors often miss the significant tax opportunity presented by cost segregation studies. These studies can result in substantial tax deferrals...

One of the most impactful provisions in the new Inflation Reduction Act will grant $80 billion to the Internal Revenue Service over the decade...

Often the CEO is the founder, principal shareholder, and chairman of a private company board. In many cases, all directors are members or friends of the founding family.

When high-net-worth families think about gifting, they often focus on asset-based strategies such as cash transfers, trust funding and charitable donations.

Selling your business can be one of the most significant financial events in your life. While the sale price and deal terms often take center stage, it's the pre-sale planning...

Our series of regional reviews turns to North America. With huge changes both politically and in legislation, how do these economic giants respond?

The One Big Beautiful Bill Act (OBBBA) includes several notable tax provisions impacting individual taxpayers. The landmark legislation, which was signed into law on July 4, 2025...

If you own commercial property and have renegotiated the terms of your loan in order to get relief, you will probably need to realize the savings as income on your taxes this upcoming year.

Banks are increasingly moving to the cloud, but small banks are at a distinct disadvantage in doing so, according to a federal working group.

One of the most sweeping pieces of legislation in President Trump's second term in office was signed into law July 4, 2025. The One Big Beautiful Bill Act (OBBBA) includes a number of tax provisions impacting businesses.

Inflation and longer life expectancies are putting more pressure on retirement accounts today. In fact, with rising costs of living, many retirees find that they do not have a significant...

Divorce, the death of a spouse, or receiving an inheritance can bring emotional upheaval and financial uncertainty. These moments often prompt difficult questions about what comes...

Long-term care (LTC) insurance is often thought of as a safeguard for those who can't afford extended care. But for high-net-worth individuals and families, the decision to plan...