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We share the latest trends in process automation, data analytics, AI, and cybersecurity, as well as important updates on tax and compliance laws that could affect your business and your family.

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• #8 Modeling Tariffs, Donor Advised Funds, Cybersecurity Awareness, & Our Recent Award

• #7 SECURE 2.0 Act, Tariffs, Fraud protection, & Manufacturing Matters!

• #6 Business structure strategy, Tax fraud protection, & Mid-market AI trends

• #5 Tax law & the election, Cybersecurity framework changes, and Power BI tips & tricks

• #4 Estate planning w/ SLAT, Cyber trends, Managing turnover in your accounting department

• #3 Transformation through automation, AI strategy, and upcoming Lunch & Learn

• #2 Upcoming policy rate cuts, 401(k) plan self-checkups, SOC reports

• #1 Tax framework agreement impact, BOI reporting deadlines, Cybersecurity for business