Ideal Client Profile (revisited)
An ideal client:1. Has strong W2 income and wants to reduce taxes and build wealth 2. Is open…
Category: values
You and Your Money: The CPA as an Agent of Change in Your Relationship
These are the slides for a presentation on 2/28/2023 stepping though our adult relationship with money, the dominant…
Labor Day reflection
New Jersey was one of the first states to recognize Labor Day in 1887. U.S. Congress made it…
Load More