It is that time of the year when we take stock of what we accomplished, what we did not, and plan for next year. But chances are, you may be too focused on tasks you can check off when they are done and not the big picture goals or where they are leading you towards—or not. This article discusses the importance of taking-in the big picture—the goals, strategies, and tactics—as one develops and/or reviews the marketing strategy. It is that time of the year when we take stock of what we accomplished, what we did not, and plan for next…
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As technology continues to change the investment landscape, a new Merrill Edge report has found that nearly 40% of mass affluent Americans are comfortable consulting artificial intelligence for financial advice. But that’s not all… To read the full article in FinancialPlanning, click: 40% of Americans are Comfortable Seeking Financial Advice From AI.
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In 2014, a study by Chicago United documented a lack of diversity in leadership roles within American companies noting that more than 75 percent of executives are white. This fact should be of concern to big businesses because diversity in leadership roles has real benefits including better customer relationships, increased employee creativity, and improved quality of work. In this article, by Peter Gomez and Susan Medina for Talent Management Magazine, they discuss six ways companies can attract more diverse employees. Read how to diversify your company at Diversity Executive online.
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Management techniques from new China Sun Tzu, the ancient Chinese warlord, wrote the military treatise titled The Art of War. On a lighter note, similar 21st century business management techniques can be found in fortune cookies.
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A Petitioner Relies Reasonably on His CPA in Gaggero v. Commissioner, the Tax Court Finds. That Makes a Difference: Here’s Why. In Gaggero v. Commissioner, Judge Holmes at the U.S. Tax Court disagrees with the IRS’s contention that the plaintiff conducted an improper scheme to avoid capital gains. In First Street Holdings NV, LLC v. MS Mission Holdings, LLC, Judge Markell at the U.S. Bankruptcy Court finds a lower bankruptcy court’s errors to be likely prejudicial.