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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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What happens when you make an honest mistake and a client finds it? It could be a mistake on a tax return, monthly compilation, valuation report, or an invoice. The type of mistake doesn’t matter. Because now you're on the spot and what you do – how you conduct...

source: Accounting Today

Four years ago, Heron Financial Group barely had a social media presence, operating just a LinkedIn profile. Today, the New York-based registered investment advisor firm can be found on LinkedIn, Facebook, Twitter and YouTube. Adding an...

source: LifeHealth Pro

In the wake of recent high profile data breaches, clients, advisors and regulators are increasingly focused on cybersecurity and how to adequately protect sensitive client data. Beyond the concerns inspired by data breaches at large companies like JPMorgan Chase, Target...

source: Financial Planning

Customers everywhere demand more personal attention in their shopping and service experiences, and accounting services are no exception. With so many ways to rate and rank the customer experience at their fingertips, today's consumers are empowered to expect far more from...

source: CPA Practice Advisor

Andrew Ceresney, the Securities and Exchange Commission's enforcement chief, said that the agency will continue to bring cases in the new fiscal year against investment advisors in numerous areas — including regarding their misrepresentation...

source: ThinkAdvisor

The fate of 50-plus tax breaks that expired at the end of December 2013 could determine when and how much one can get as a tax refund when filing next spring’s 2014 tax return. That’s because they include a bunch of individual breaks that help teachers, students,...

source: Forbes


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