Ethical Concerns in Using Tax Planning Software
What are my ethical responsibilities when I use software to produce a tax plan? In the world of taxes, there are many ethical issues that
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Financial Planning for Lawyers
As a financial advisor, you probably work with people across a ton of different professions, right? From lawyers and doctors to business owners and CEOs,
A Surprising Niche You Could Fill
When you sink your teeth into understanding the unique needs of one specific niche market, you have the potential to significantly increase your income because
How To Become Your Clients’ Trusted Business Advisor
The off-season can be very stressful for seasonal tax professionals. This month we want to relieve some of that stress by sharing some great ways
How To Turn Your Business Into A Temporary Staffing Agency
Today, we want to follow up last week’s post on renting out your office space by discussing a different type of “subletting.” If you hire
Financial Planning For C-Level Executives
Today, we’re going to talk about financial planning for C-Level Executives. A C-Level Executive’s collective earning potential can easily hover around $500,000 annually. In addition
Financial Planning For The Medical Profession
This month we’re taking a closer look at a few types of people who frequently hire financial advisors, and how to take their unique needs
10 steps for creating successful strategic alliances with professionals other than CPAs
This week we’re going to discuss strategic alliances. We know you’re already well aware of the benefit of cultivating these alliances with CPAs but now
Why You Need To Update Your Job Descriptions
Let’s take a look at job descriptions. Chances are you already have job descriptions for your team. If you don’t, it’s time to write those!
4 Ways to create a predictable referral system
If you were to ask a group of small business owners what their biggest challenge is, the majority of them would admit to struggling with
10 Questions to Ask During The Offseason
We did it! We survived another busy tax season! now onto the offseason! Things are finally winding down and you have hopefully just returned from
