Part 1: Tax Planning for the OBBB: How the New Tax Act Can Benefit Business Owners
After months of waiting, clarity is finally coming. The tax and spending package unofficially known as the “One Big Beautiful Bill” Act (OBBB) has been
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How Wealthy CPA’s Profit From Answering “Quick” Questions
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
How To Conduct An Income Growth Strategy Session
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
How Technology & Outsourcing Can Save You Big Money
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
How To Work Within A CPAs Schedule
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
How To Turn Email Subscribers Into Paying Clients
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
How To Get Noticed By CPA’s
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
10 Ways To Connect With CPA’s On Social Media
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
10 Things You Must Do On Social Media Now
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
The Smartest Way To Clear Clutter
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
How To Get Organized, Fast
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