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    How Advisors Should Approach Outsourcing

    March 13, 2019

    Outsourcing tasks such as technology, compliance and investment management can improve advisers’ productivity and efficiency, a study found. Performing due diligence is key when choosing a provider. To read the full article in Financial Planning, click: How Advisors Should Approach Outsourcing.

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  • Practice Management

    More Firms are Outsourcing their Marketing

    October 4, 2017

    Should You? In this article, Dr. Frederiksen discusses why firms are outsourcing and answers five questions regarding when it makes sense to outsource this service.

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  • Healthcare - QuickPress

    IRS: Cheapest Obamacare Plan Will Be $20,000 Per Family —IRS Report, HuffPo, Catholic News, Yahoo! Answers, Economonitor. JofA Explains Details.

    February 1, 2013

    Details Found in IRS Explanation Issued Wednesday; $20,000 Figure Based on a Family of Four.   In a final regulation issued Wednesday, January 30, 2013, the Internal Revenue Service (IRS) assumed that under Obamacare the cheapest health insurance plan available in 2016 for a family will cost $20,000 for the year.   Under Obamacare, Americans will be required to buy health insurance or pay a penalty to the IRS.  The news was reported by Huffington Post, CNS News, Catholic News, Investment Watch, Economonitor, Naked Capitalism, Investor Village, and more.    The Journal of Accountancy offered detailed analysis of the new regulations, and NPR weighed in…

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