Tax Planning vs. Financial Planning: Why You Need to Understand the Difference
Many business owners assume tax planning is something to think about later – often lumped together with retirement or viewed as a byproduct of financial
Categories
Recent blogs
Famed Hedge Fund Manager Makes History with Billion Dollar Bet
It was one of the greatest financial bets of all time. Hedge fund manager John Paulson bet big against subprime mortgages ahead of last decade’s
Just Get Me the Bleeping Stuff – How to Get Clients to Give You What You Need
We’ve all been there. You’re in the middle of preparing a tax return for a client, you’re missing a document or the answer to a
5 Ways To Connect With Your CPA Partners, “Just Because”
A lot of professionals feel like they have to keep their work life completely separate from their personal life. If you’re one of those professionals,
Hunting For The Perfect CPA Partner
It’s hunting season, and as every good hunter will tell you, you have to plan ahead. When you’re out in the woods for days at
How To Make More Money Through Continuing Education
As a tax professional, you know you’re required to take continuing education classes. License renewal requirements vary by state and all of them call for
Becoming Your CPAs Best Quarterback
John Elway. Brett Favre. Peyton Manning. Tom Brady. Even if you’ve never watched a game of football in your life, you’ve probably heard at least
5 Technology Trends You Need To Be Aware Of
It’s the most wonderful time of the year… Anybody else remember that commercial? If you’re a parent, you know what Staples was talking about. It’s
7 Tips From The NFL For Building Strategic Alliances
Every year, before stepping foot on the field, every NFL team spends hours (yes, really) going over their playbook. Each team member studies and studies
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