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Latest News:

  • Mar 21, 2017

    Your clients trust you with their money, but do they trust you with their personal information?

    You work hard your entire life to build a business and career with a loyal client base. One of the key traits in building that client base is a relationship based on trust. Convincing someone to trust you to provide a service for them, such as manage their money or to have access to their financial information to prepare their taxes, takes a lot of continued effort.
  • Mar 21, 2017

    A profession open to disabilites

    As accounting continues to implement the tenets of diversity and inclusion into the profession, it’s important to remember those principles do not just apply to race or gender, but also those with differing physical and mental abilities.
  • Mar 21, 2017

    IRAs and tax-efficient charitable giving: What you need to know

    A review of strategies to maximize the tax benefits from charitable giving should be a fundamental part of year-end tax planning for taxpayers and their advisors. For wealthier taxpayers, this might mean complex strategies that work in tandem with estate planning.
  • Mar 21, 2017

    Making ethics real

    What does it mean to demonstrate a commitment to integrity and ethics?
  • Mar 21, 2017

    Letter from the CEO: What 3 things will you do well this year?

    For the past year, our staff has been engaged in measuring progress and reporting results at the macro and micro levels.

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