Checklists can be an important training and management tool for small business owners. These lists of tasks provide employees with the exact procedures for doing their jobs and help illustrate not ...

When you hear the term audit, you may immediately think of a team of IRS officers rummaging through your files looking for discrepancies and errors in your business's tax returns. However, financial ...

We all should use checklists more. That’s true even if you’re one of the many people who think checklists are too rigid, too confining. You won’t feel confined. Knowing you’ll remember everything will ...

As an advisor, you deal with complexity on a day-to-day basis. You’re managing investments, financial plans, client emotions, team dynamics, administrative paperwork, compliance and more. You can’t ...

Climate change affects your clients, your practice and your professional duties. Use these examples and checklists to understand how climate risks might impact your legal practice.