This article discussed the role a CPA can serve in helping clients as they age. With the growing epidemics of identity theft and elder financial abuse, planning your finances and […]
Date and Time: Thursday December 22, 2022 4-5:30 pm ET Register Here Course Description: Year-end tax planning 2022 is different from prior years. Practitioners might recommend traditional annual gift planning […]
Originally published in wealthmanagement.com. Defensive practices and planning ahead is key. Troubling statistics, based on a Profile of Legal Malpractice Claims study published by the ABA’s Standing Committee on […]
Date and Time: Thursday December 8, 2022 4-5:30 pm EST Register Here Course Description: 2022 is quickly coming to a close and there are still valuable tax and estate […]