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Management lessons learned from HealthCare.gov launch

The embarrassing and problematic launch of HealthCare.gov is nothing short of incomprehensible in our well-established technology driven world of commerce. How could it be that the U.S. government could not put up a functioning website to support applications and enrollment...

source: By Mike Wokasch
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To capture your dream client, it's necessary to deliver a compelling value proposition. But perhaps a better world for what you need is "leverage." So what is leverage? Leverage (noun): 1) the action of a lever, a rigid bar that pivots about one point and is used to move...

source: LifeHealthPro

Is your practice a labor of love with significant legacy value to you and your family, or is your practice heading toward practicide™, a deteriorating situation with unintended consequences? Join your colleagues on August 26 at 12:00 noon Eastern Time when Ralph Steiner,...

source: FSP

With years of ongoing Federal budget deficits and a large and growing national debt, there is a common perception that "at some point" tax burdens must rise to address the issue. While the timing is not certain, the belief that...

source: Kitces.com

A mix of pressures coming at advisors from all sides has squeezed margins in the planning industry, says Bill Morrissey, LPL's executive vice president of business development. Morrissey broadly cites "the changing demographics of the country" as a root cause for the downward...

source: Financial Planning

Never let it be said that you can't reach deep within a seemingly endless stream of indistinguishable Facebook videos and extract a lesson on the tax law. Case in point: the ALS Ice Bucket Challenge, that movement of philanthropy through...

source: Forbes

People are living longer due to medical advances and other factors. So it only stands to reason that outliving your retirement savings is becoming a greater concern. Nevertheless, the IRS continues to insist that elderly taxpayers...

source: CPA Practice Advisor


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