You had a strong year. Your big, new RSU grant from your promotion started vesting. Maybe your spouse had a big year too. Or perhaps your private company RSUs were finally delivered and settled upon completing an IPO. Everything felt fine in December. Then you opened your finished return in April and the number at the bottom was far larger
Latest from ProVisors Member Thought Leadership
When the Company Was Your Identity, the Exit Doesn’t Just End a Business. It Leaves a Vacancy.
There’s a part of the post-exit experience nobody puts in the announcement.
For years, the answer to “who are you” and “what do you do” were the same sentence. The company wasn’t something you owned. It was who you were. The identity and the enterprise had fused so completely that, from the inside, there was no seam between them.
Then
Changes to California Law may Impact Privacy Litigation
Having a website means being a privacy litigation target. For the past several years, businesses that run websites and apps available to California consumers have faced a steady stream of lawsuits and demand letters under the California Invasion of Privacy Act (CIPA), an all-party consent wiretap statute enacted in 1967 to address telephone interception practices.
Despite being enacted
Getting Found Online: The Fundamentals of Search Engine Optimization
A good website is just one part of developing a solid online platform for a business. However, even with a great-looking website, there is no guarantee that potential customers will be able to find it.
That is where Search Engine Optimization (SEO) comes in. SEO enables businesses to enhance the visibility of their websites within search engines by making them
Changes to California Law may Impact Privacy Litigation
Having a website means being a privacy litigation target. For the past several years, businesses that run websites and apps available to California consumers have faced a steady stream of lawsuits and demand letters under the California Invasion of Privacy Act (CIPA), an all-party consent wiretap statute enacted in 1967 to address telephone interception practices.
Despite being enacted
You Blocked ChatGPT. Do You Actually Know Where Your Team Is Using AI?
Blocking ChatGPT might feel like taking control of AI in your workplace. But if employees are looking for help getting work done, a blanket ban can push usage out of sight.
And with AI becoming part of the applications your team already uses, the picture is bigger than one website.
For business leaders, the real question is: Do you know
The Invisible Gatekeeper: Protecting Warm Referrals from AI Vetting
Think about the last client you referred to a colleague. You vouched for an estate attorney, a fractional CFO, or a wealth advisor because you trust their work. Your name went with the introduction.
You may hear whether the meeting happened. You rarely hear why it didn’t.
Before your client calls, they look the person up, and more often now,
Demystifying the Link: How Thought Leadership Can Strengthen Business Development
Several years ago, during a lunch meeting with colleagues from a nonprofit professional group, one of my table mates shared that her organization had always wanted to “do thought leadership,” but continually shied away because they were stuck on identifying the right framework. She expressed that her organization was uncertain about what thought leadership tactics made the most sense for
Jennifer Larsen Earns Prestigious CFP® Certification
CONTACT: Jennifer Larsen, M.Ed, ChFC, CFP®, Co-Founder and Financial Advisor P: (830) 312-7179, E: Jennifer@wohlstandws.com
NEWS RELEASE: Jennifer Larsen Earns Prestigious CFP® Certification
NEW BRAUNFELS, TX, August 26th, 2026— Jennifer Larsen, M.Ed, ChFC, CFP®, Co-Founder and
Financial Advisor of Wohlstand Wealth Strategies, LLC in New Braunfels, Texas, has attained
her CFP® certification, the standard in financial planning, and has been
When Empowerment Creates a Power-Hungry Monster
How good intentions can turn into unchecked authority – and what leaders can do before autonomy becomes entitlement.
The Promise – and the Risk – of Empowerment
Empowerment is one of the most celebrated ideas in modern leadership. Done well, it builds ownership, speeds up decisions, strengthens engagement, and invites people to bring their best judgment to the work. It