The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...

I've always felt that annual strategic planning is an opportunity to dream big and be open to reinvigorating your team and your business. From where I sit as a technology services provider, it's ...

Dynamic CEOs charging ahead to build their businesses inspire by their vision and commitment. But do they manage to establish a detailed road map for growth that their teams can actually follow?

The growth of distributed energy resources (DERs), clean energy, electric vehicles (EVs), and other new technology solutions will require a radical change in the way utility distribution grids are ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

Nonprofit leaders, midlevel managers, and frontline staff sometimes view strategic planning as one more task heaped onto near-impossible workloads. After all, developing a strategic plan — by ...

Throughout my years advising leadership teams on strategic planning, I’ve witnessed a consistent pattern: companies often judge the quality of their strategy by the sophistication of the final ...

Traditional utility planning typically involves three largely independent planning processes for generation, transmission, and distribution. The emergence and rapid growth of renewable and ...