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 ...

The planning process included three sequential phases—Understand, Explore, and Realize. This rigorous process identified pressing campus and urban issues, analyzed facility assets, and conducted ...

The Fast Company Executive Board is a private, fee-based network of influential leaders, experts, executives, and entrepreneurs who share their insights with our audience. BY Jo Ann Herold As a ...

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 ...

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 ...

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 ...

As we begin the New Year, we tend to be positive and focus on the future of the year ahead. Some do this in both their personal life and professional life. The best way an organization can address the ...