From the archive
For four years, the IRS waived the penalty on missed RMDs from inherited IRAs. Then mid-2024 Treasury finalized the SECURE Act regs and the rule that mattered came into focus: if your client inherited from someone who had already started their RMDs, annual distributions are required during the ten-year window. Starting in 2025 the penalty […]
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There are 122,974 active coaches in the world today, up 54 percent in just six years. The market is saturated with generalists who all sound the same, and…
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The Treasury and IRS issued final regulations on April 7, 2026 for the no tax on tips provision under the One Big Beautiful Bill Act.
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The 2026 M&A market is heating up. Bain reports global exit value jumped 43 percent year over year, and Morgan Stanley calls 2026 a resurgence year for…
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In-house legal teams are changing how they evaluate and retain outside counsel, and the shift is leaving traditional law firm marketing behind.
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Eleven thousand baby boomers turn sixty five every single day. The accumulation game is over for these clients.
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Half of your discovery calls aren't showing up. The 2026 ICF report flagged scheduling and no-shows as the number one operational drag on the global…
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In 2026, burnout is not just a wellness trend. It is a revenue crisis. A growing number of founders are working harder than ever, posting more than ever…
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In 2026, fewer than 15 percent of law firms appear in AI-generated answers when potential clients ask for a recommendation.
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Most founders get their best leads from social media. But what happens when the platform changes the rules?
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