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Podcast

July 15, 2024

20:46

Speakers: Dan Mitzenmacher, Jim Holman

Learn how to develop an effective ERP strategy that aligns with your business goals, focusing on change management and stakeholder engagement.

Podcast

July 10, 2024

12:37

Speakers: Marci Spivey, Michael G. Kirkman

Get insights on the federal estate tax exemption changes coming in 2025. Learn how to plan effectively and maximize tax benefits.

Report

June 18, 2024

Understand the impact of the 2025 estate tax exemption "sunset" and how to seize this tax planning opportunity to effectively protect your assets.