Common Causes of and Avoiding Trust & Estate Litigation
by Al La Rosa, CPA, MS, Partner, Trust & Estate Services and William Morrison, CPA/ABV, CFF Partner, Forensic/Litigation Support
The greatest transfer of wealth will occur in the coming years now
that the baby boomers are “maturing.” Unfortunately, mixing
family and money does not always bring love and happiness. In
fact, more wealth being transferred means more family feuds.
The following are common causes of trust and estate (T&E)
litigation and what you can do to prevent them.
Key Performance Indicators: A Tool for Better Control
by Ed Mendlowitz, CPA, Partner
Key performance indicators (KPIs) are shortcuts and tools to give managers a quick grasp of essential
activities enabling greater control. Whether a manager runs a business, not-for-profit, governmental
unit, department or a small group, KPIs can help the manager be more effective, achieve goals and better
serve customers, stakeholders or others relying on the organization.
Three Technology Trends Businesses Should Know About
by Jim Bourke, CPA.CITP, CFF, CGMA, Partner
Technology is constantly changing the way we do business. Enhancing communications, increasing productivity, decreasing costs —its benefits are numerous and will continue to have a major impact on companies in the future. All businesses should be aware of new technology trends as they can impact a company’s bottom-line. However, the word “technology” encompasses a broad universe of products, applications and services which can make it difficult for businesses to target the areas that most deserve their attention.
Part-Time Accountant; Full-Time Mother
by Laura Whitman, CPA, MS
I love that I have an identity other than lunch-maker and bath-giver, but I also love that I can make homemade lunches (and breakfasts and
dinners) almost every day for my kids. I have the best of both worlds....