alternative minimum tax: what’s it like today?
there are only two brackets for 2018.
by barry j. friedman, cpa
industrynewsletters
personal financial planning
clients’ top worry: going broke
survey shows healthcare costs and market volatility drive client fears.
financial planning and the new tax law
c corp instead of s? paying down mortgages? so many questions.
by john p. napolitano
don’t be cheap or lazy with client communications
by hank berkowitz
wealth management
the client-management secrets of high performing advisors
by hank berkowitz
wealth management
how to avoid getting run over (or left behind)
smart cpas will remain their client’s most trusted advisor – but not by staying in their lane.
by kyle walters
use 3 colors to create clarity and deliver value
how the three colors of a traffic light can improve your client relationships.
by kyle walters
are you growing or getting left behind?
how to build a successful firm for the future.
by kyle walters
clients don’t have a fee problem, they have a value problem
clients don’t pay you to fill in forms, they pay you to help them make better financial decisions.
by kyle walters
what you need to start a financial planning discussion
the list is long, but some documents take only a minute to review.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor