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The Nexus Breakdown

When launching or expanding a business, few entrepreneurs consider the complexities involved in operating in different...

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Culture is a Competitive Advantage for Remote Teams

Ask any firm owner today what keeps them up at night, and you'll probably hear the same themes I've been hearing all...

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In the News - December 8, 2025

December is off to a busy start for the profession. Between major IRS guidance on new “Trump Accounts,” fresh AICPA...

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How to Actually Get the Most Out of Your Woodard Membership

Let’s have an honest moment together: You get a lot of emails. I send a lot of emails.

And yes, I know some of you...

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How Advisors Can Help Clients Avoid Missed Tax Opportunities

The quiet cost of reactive tax planning

Every spring, small-business owners walk into tax season hoping for a surprise...

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Root Canals to Real Purpose: Dr. Short’s Journey of Identity & Impact

On episode 150 of The Woodard Report Podcast, Joe Woodard sits down with Dr. Rico Short, an endodontist by profession...

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The Intuit-OpenAI Partnership: Why Curiosity Is Your Competitive Edge

My phone chimed with a new text alert from Donna, “Well, this is interesting.” A screen shot of the Intuit Announcement...

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Juna Financial Solutions: A Leader in CAS

In the bustling city of Boston, Massachusetts, Juna Financial Solutions is making a remarkable impact in Client...

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In the News: December 1, 2025

It’s been a little while since our last roundup, and we’re excited to be back with a fresh edition and big savings on...

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What My Broken Keurig Taught Me About Client Retention

It might sound funny, but your coffee maker may have a better handle on client retention than you do.

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