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

This time of year, every minute counts. And that’s why there are few things as frustrating as clients that call with pesky, “quick” questions that

During tax season, most CPA’s put in at least 60 hours of work each week. They don’t have the ability to look at growth opportunities

If you’ve ever been to a conference or meeting where a panel of people behind 7 figure success stories share their secrets, you’ve most definitely

As a financial advisor, it’s always good to expand your connections and try to create relationships with new CPAs. In order to do that, it’s

Every time you go to a networking event or get introduced to a new CPA by a client or referral partner, you have an opportunity

Sometimes, financial advisors need to get a little creative in order to get the attention of the CPA’s that can refer boatloads of clients to

Last week, we started this month’s blog series by sharing How To Get Noticed By CPA’s. This week, we’re going to help you learn how

Last week, we started this month’s blog series by sharing How To Create A Website That Converts. This week, we’re going to help you learn

As a Financial Advisor, your clients see you as the go-to guy (or gal) for just about everything that has to do with money. As

We want to tell you a story. Once upon a time, in a village far, far away there lived a financial planner. This financial planner

Add Tax Planning to your practice!

Find out how to bring this high value service to your clients, and finally get paid what you're worth.

6 specific strategies that improve your bottom line over 100%