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Are you tired of discussing millennials in the workforce?
For at least a recent handful of years, the business community has been obsessed with generational differences specifically targeting millennials as our future leaders and how we must build common ground to collaborate.
Understanding your personal insurance program can protect asset value
Many of these individuals and families have formalized estate planning structures, but few acknowledge insurance as a critical aspect of estate planning and wealth preservation.
Tax planning tool available for structuring the private equity deal
A 2013 regulatory provision provides an efficient way for private equity firms to purchase certain companies in a more tax efficient manner.
Baby boomers choosing Medicare Advantage
Each day, 10,000 Americans turn 65. The Baby Boomers are reaching Medicare eligibility at a rapid rate, and more and more are choosing Medicare Advantage to help them manage their health.
You see numbers. We see opportunities.
Many years ago, I was on a Virginia Society of Certified Public Accountants committee to help spread the word that CPAs are more than “number crunchers.” We chose the slogan: “You See Numbers. We See Opportunities.”
Data breach lawsuit highlights the need for due diligence in buying cyber insurance
The federal court’s opinion serves as a lesson to policyholders regarding cyber insurance in a rapidly evolving market.
