05.24.22

Using AR To Enhance Manufacturing Processes
Joyce Carlson

A new innovative technology, introduced recently in the last five to six years, is taking its place in manufacturing with a higher than expected acceptance. Known as Augmented Reality (AR), this phenomenon has emerged with the potential to transform the manufacturing industry. Unlike virtual reality, AR overlays digital imagery onto physical surroundings, typically through the […]

05.23.22

Intelligent Use of Artificial Intelligence Can Benefit Real Estate Businesses

Artificial intelligence (AI) is bringing significant change to a wide variety of industries and commercial real estate (CRE) is no exception for use of this technology. From marketing to property management, AI could expedite processes and cut costs in a range of ways. But what exactly is AI? Here is a quick lesson. AI 101 […]

05.17.22

Oops, You Overfunded Your 529 Plan
Eileen Cozzi

Some might consider it a good problem to have: Saving too much money for college. But if the money is held in a Section 529 college savings plan, there could be tax consequences to overfunding the account. The tax man giveth 529 plans are tax-advantaged accounts designed to help families save money for college education […]

05.11.22

Pooled Employer Plans — What Is New in 2022

Beginning January 1, 2021, pooled plan providers could start Pooled Employer Plans (PEPs), which Congress created to expand access to retirement benefits by allowing companies in unrelated industries to participate in a multiple employer plan (MEP).  Related Read: Pooled Employer Plans: A Look at How Small Employers Can Benefit The Story of Pooled Employer Plans, from […]

04.29.22

How To Strengthen Staff Culture After a Challenging Few Years
Beth Napleton

Is your organizational culture thriving? In a recent market research survey I conducted, not one respondent said yes. To reiterate: Zero people said their culture was thriving. ZERO! The most popular responses were their organizational culture was either “riding the struggle bus” or “getting better.” With all that has been going on in the world, […]

04.28.22

2022 Priorities for Mitigating Family Office Cybersecurity Risk
Matthew L. Weiskopf

Over 50% of ultra-high net worth family wealth is being managed through family offices, yet even the largest family offices lack the security resources of most banks and large corporations. This makes them a huge target for cybercriminals and cyber threats are becoming more pervasive for family offices of all sizes. Not surprisingly, cybersecurity is […]

04.26.22

What the Great Resignation Means for 401(k) Accounts
Stephanie Zaleski-Braatz

United States workers are continuing to leave their jobs and employers are struggling with high levels of employee turnover. Another 4.4 million U.S. workers quit their jobs in February alone, according to data from the U.S. Bureau of Labor Statistics. Meanwhile, the number of job openings in the U.S remains elevated at 11.3 million, as […]

04.08.22

Starting a New Practice? Be Sure To Write a Business Plan
Kelly H. Buchheit

Many medical practices have been faced with both financial and practical challenges over the past two years because of the many effects of the COVID-19 pandemic, some temporary and some lasting. As a result, when starting up a new practice, you need to ensure it is designed to survive and thrive in this new environment. […]

03.31.22

Maximizing Reception
Kevin Omahen

A medical practice’s reception is the first stop of every patient’s visit. Receiving a warm welcome is important to most patients. However, a friendly hello is not the only job of the front desk administrative assistant. There are a number of other responsibilities that need to be performed properly in order to have a smooth-running […]

03.22.22

Is ALSP Outsourcing Right for Your Firm?

To the chagrin of some law firms, alternative legal service providers (ALSPs) have become an important and growing player in the legal industry landscape. According to a recent report, the overall market for ALSPs grew by about $5 billion between 2015 and 2019, reaching almost $14 billion. Nearly 80% of law firms and 71% of […]