The last 20 months of living in the midst of COVID-19, with all its unexpected developments, have been a challenge for many organizations when it comes to planning for the future. But that has also ...

I've been helping readers find the best deals for over five years. If you’ve never worked with spreadsheets before, just opening Microsoft Excel can feel intimidating. The program has so many ...

In 2021, the requirements to qualify for the credit were actually even more generous, so you only needed a 20% drop in gross receipts versus the same quarter in 2019. Since so many businesses are ...

While there may be a divide between how large and small firms are using their technology budgets, advisors across the board recognize how important technology is for the future of their firms and the ...

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Forbes contributors publish independent expert analyses and insights. Mike Kappel is the Founder of Patriot Software, LLC. Well, it’s been one heck of a year. I don’t know about you, but I’m ready to ...

Most advisers say that they provide clients with comprehensive wealth advice, but is that really the case? And if they do provide wealth advice, how is it done? What tools do they use? It is very ...