New IRS Policy Lets the Agency Take More Than Your Refund — Here’s What’s at Risk
A recent policy shift at the IRS is raising eyebrows—and for good reason. Under updated enforcement guidelines, the agency may ...
Sunday, May 10, 2026
Tag: agency
Introducing The Insurance Agency Management Systems Landscape, Q3 2025
Hard markets, increased shopping and switching, value-added advice, and the need to scale more effectively are driving insurance agencies to ...
Penn-America buys AI insurance agency Sayata
US insurance giant Penn-America Group has announced the acquisition of US-Israeli AI small and medium business risk insurance agency ...
I went from side-hustling to running a $27 million-a-year marketing agency that works with MrBeast: Here’s my most important investment
Being in the C-suite is a high-pressure job with long hours, board responsibilities, and intense scrutiny. But what is it ...
Agency Risk in the Lower Middle Market: A Guide for PE Professionals
If there was a Wild West in Private Equity (PE), it would be the Lower Middle Market (LMM) — the ...
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.