Posted on November 26, 2019
As much as accountants rely upon the numbers, even the best calculated plans can be derailed by the unpredictable. This is why it’s important to educate staff and their families about being prepared for life’s unexpected events.
Posted on November 25, 2019
Many CPAs and advisors offer succession planning services to their clients. A problem is that most of our clients that should have some plans do not want to spend the fees necessary to have any sort of a plan; but if they still own the business when they die, they will leave a massive mess for their family. Here are some tips to help guide them.
Posted on November 19, 2019
Philanthropy relationships between a firm and the community establish camaraderie among staff and create goodwill with clients. It is also a great way to raise a firm’s profile within the local town and the business community at large. Here are some tips to get started.