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Benefits of a Living Trust for Your Estate

RogerRossmeisl

However, if you have significant assets, you should consider establishing a living trust to avoid probate. You can avoid this with a living trust (also commonly called a family trust, grantor trust and revocable trust). You can avoid this with a living trust (also commonly called a family trust, grantor trust and revocable trust).

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Intuit Hosting 'QuickBooks Live' Webinar

Insightful Accountant

Intuit will unpack the latest updates to its QuickBooks Live strategy to prioritize its assisted, do-it-with-me service, taking place on Wednesday, April 24th.

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QuickBooks "Live Experts" May Not Be So Bad

Insightful Accountant

A lot of ProAdvisors and Accountants voiced their opinions at the April 24th QuickBooks Live Strategy (briefing) webinar. a lot of those opinions were negative, but this might not be as bad as your thinking.

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QB Live Assisted - What is it and what does it mean to Accountants?

SchoolofBookkeeping

QuickBooks Live Assisted Bookkeeping, because apparently, managing your own finances just isn't stressful enough. Enter the New QuickBooks Live Assisted Introducing the latest and greatest addition to the QuickBooks Live family: Assisted Bookkeeping. Thanks, Intuit, for making our lives just a little more complicated.

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Predicting What’s Next for Firms & Collaboration Tech

It's no secret that technology has fundamentally changed the way we communicate—both in our personal lives and at work. What might be more surprising is the speed and scale at which that evolution has taken—and will continue to take—place.

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Reimagined ProAdvisor Program Goes Live Today

Insightful Accountant

Intuit has 'reimagined' the ProAdvisor Program after 26 years, the new (v1) of the program goes live today (11/20/23) with more changes to come in the furture.

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Leveraging Live Forecasts to Drive A Successful Business

AccountingDepartment

Enter live forecasting—a real-time analytical process that allows businesses to make agile, informed decisions, keeping their finger on the pulse of a rapidly changing environment. Traditionally, forecasting relied on historical data to project future trends, a method with inherent lag times and uncertainties.

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Building Smart with Distributed Teams

Speaker: Sam Ross, General Counsel at Remote; Jenny Bloom, former CFO at Zapier & Darren Murph, Head of Remote at GitLab

Sam Ross, general counsel at Remote, discusses the benefits that remote-first companies have over companies that were forced to adapt during the pandemic.

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4 Steps to Building Your Client Advisory Services Practice With Passion & Purpose

Speaker: Amy Vetter, CEO of The B3 Method Institute

But without the experience or a roadmap of how to build a new service line or practice that your clients can’t imagine living without for efficiency and scalability, it’s easy to hit pitfalls along the way. Many professionals stumble into starting an advisory practice because of what they love to do.