These are the slides for a presentation on 2/28/2023 stepping though our adult relationship with money, the dominant external influences on out finances, and the evolution of my own practice model.
You and Your Money: The CPA as an Agent of Change in Your Relationship
Recent Post
-
501(c)(3) disaster assistance organization compliance with IRS – Contrast between public charities and private foundations
-
Three Trends That Changed Small Business Accounting in 2025
-
Billboard
Let’s Talk-
Send a text or call to plan a conversation.
- (856) 314-5625
- onlineadviser@live.com