accountant bookkeeping course Education tax preparation 
CPA Practice
DECEMBER 10, 2023
While chestnuts crackle and we gear up for the annual tax preparation season, it becomes clear that the winter holidays bring more than just festivities and time off; they also mark the beginning of the tax preparation party. Tax preparation has its spotlight, tax planning follows a rhythmic beat … and tax advisory ?
CPA Practice
AUGUST 31, 2023
What we’re now realizing is that the transition from pension to 401(k) didn’t come with the education that most needed to understand how to ensure they’re fully prepared for the retirement phase of life. Here are 10 ways you can help position your Gen X clients for the brightest possible retirement through an advisory relationship.
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