Top April Resources From Creative Planning Business Services

Top April Resources From Creative Planning Business Services

Explore this month's top insights curated to help you level-up your leadership, empower your workforce, mitigate your sales and use tax liability and much more!


Now On-Demand: Business Services Outlook Webinar

Whether you're a long-time business services client or just curious about what business owners should be prepared for in the coming months, you'll find value in this session. Watch Now >>

You can also DOWNLOAD our comprehensive business services offering for a fresh preview of all the ways we assist our clients.


Are you developing leaders within your organization?

A survey from GE revealed that 68% of Gen Z employees believe they're not being adequately prepared as leaders within their organization. Check out these thoughtful observations from the field, along with considerations to help level up your leadership skills. Ready to prioritize leadership? Book a meeting with Chad Greenlee.


Do your employees need a refresher on cybersecurity training?

Employees are a company’s greatest asset but also their greatest security risk. A recent study reported nearly 88% of data breaches are caused by employees and/or human error. Avoid becoming a statistic — consider the tips outlined in this article.


Does your benefits package stand out?

Empower your workforce with Earned Wage Access (EWA) benefits!?We're excited to partner with FlexWage Solutions to offer this unique work benefit that could help you enhance the lives of your dedicated team members. Ready to elevate your benefits package with EWA? Start here!


Is your business paying too much in sales and use tax?

If you owe, you owe — but your advisor should guide you through the voluntary disclosure process to help you mitigate late penalties and interest. Learn more about navigating your sales and use tax liability in this short video.


IN THE NEWS:

Chicago Office Opening

The new Chicago-based team members will greatly expand our turnaround expertise and resources! For all the exciting details, check out our full press release.


Transforming business. Transforming lives. Creative Planning Business Services is the business advisory arm of?Creative Planning, providing a comprehensive suite of services to?support and empower businesses and their owners. Connect with us today — our team would be happy to discuss your goals and the business challenges you're aiming to solve.

Lee Roberts

Partner / Managing Director of Business Services........... Providing Business Services that increase the enterprise value of my clients' companies and ensure sustainable success!

6 个月

So much in here to help our clients!

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