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Creating a Tax-Advantaged ABLE Account for a Loved One with a Disability

Creating a Tax-Advantaged ABLE Account for a Loved One with a Disability

Apr 5, 2021 | Blog, Family Administrative Services, Tax

The Achieving a Better Life Experience (ABLE) Act of 2014 allows states to set up ABLE account programs, which function similarly to state-run Section 529 college savings programs. You can establish a tax-favored ABLE account to cover qualified disability expenses of...
Improve Decision-Making and Drive Action with Data Analytics – Part 4

Improve Decision-Making and Drive Action with Data Analytics – Part 4

Mar 22, 2021 | Advisory, Blog, Business Insights and Analytics

Using Data to Create Action Steps So far in our series we have discussed the basics of data analytics, how to start with the end in mind, and choosing which data matters most. This article focuses on creating action steps using your data to reach your goals. The...
Improve Decision-Making and Drive Action with Data Analytics – Part 3

Improve Decision-Making and Drive Action with Data Analytics – Part 3

Mar 15, 2021 | Blog, Business Insights and Analytics

Selecting Data Sources Research continually reaffirms the importance of analyzing data to make sound business decisions, but knowing where to find data and which data to use can be intimidating at first glance. This article, which is part 3 in our series on getting...
Improve Decision-Making and Drive Action with Data Analytics – Part 2

Improve Decision-Making and Drive Action with Data Analytics – Part 2

Mar 8, 2021 | Blog, Business Insights and Analytics

Starting with the End in Mind In our previous article “The Value of Data,” we introduced the idea that data analytics centers around solving specific problems using smaller amounts of high value information rather than a broad analysis of all available data....
Improve Decision-Making and Drive Action with Data Analytics – Part 1

Improve Decision-Making and Drive Action with Data Analytics – Part 1

Mar 1, 2021 | Blog, Business Insights and Analytics

The Value of Data The terms data analytics and big data sound like modern buzzwords that have been thrown around so much they have lost some of their meaning. Many find the concepts abstract and overwhelming, but data becomes a powerful tool when applied correctly. In...
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