Blog
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David Morgan & Mike Cain
Insights on Leadership, Legacy, and Growth from the Founders of LBMC Key Takeaways: Legacy of Relationships and Growth: LBMC’s success is built on strong relationships ...
HITRUST CSF v11: Best Practices for Transition Success
While the release of CSF version 11 has reduced redundancies and streamlined the journey to higher levels of assurance, it has also introduced new and ...
Merging Employee Benefit Plans in M&As
Key Takeaways: Transaction Type Shapes Plan Responsibility: In mergers, the new entity assumes all benefit plans, while acquisitions handle plans differently based on whether it’s ...
Securing Data Flow with IT Security and Cloud Integration
Key Takeaways: Digital Transformation: Modern businesses depend critically on flawless data flow. Leveraging the whole value of digital assets depends on effective data flow and ...
Collaborative Divorce, Mediation, and Traditional Litigation
Key Takeaways: Most family law cases are settled outside of court: Over 90% are resolved through methods like Collaborative Divorce or mediation, offering a less ...
Maximizing Retirement Savings: Understanding the Benefits of IRAs
By: Caitlyn Farrington Key Takeaways: Choosing the Right IRA: Traditional, Roth, SIMPLE, and Custodial IRAs offer different tax benefits and rules. Traditional IRAs provide tax-deferred ...
Five Hidden Complexities in Divorce
Key Takeaways: Divorce Adds Complexity to Estate Planning: Divorce introduces unique challenges, such as continued tax liabilities for irrevocable grantor trusts like SLATs, where the ...
Master the Digital Age: Microsoft Dynamics 365 CRM Guide
Companies are continuously striving to simplify customer relationships, streamline processes, and promote business growth in the new digital age. Microsoft Dynamics 365 CRM (Customer Relationship ...
Digital Now with OnBase by Hyland’s Intelligent Automation
In the digital world, being able to adapt and change is not an advantage, it’s a requirement. As we navigate this connected world, one thing ...
SOC 2 Gap Assessment Findings: Five Common Compliance Gaps
A SOC 2 gap assessment, which is often also referred to as a readiness assessment, provides organizations with an understanding of where compliance gaps may ...
Cybersecurity for Auto Dealers
Key Takeaways: Restricted access to important systems and regular software patching help to close security vulnerabilities. Maintain and test your incident response plan and routinely ...
Drive Digital Now with Microsoft Copilot and Power Platform
Key Takeaways: Boost Productivity with Microsoft Copilot Empower Innovation through Power Platform Solve Cloud Integration Challenges Adapting and innovating are not just nice to haves ...