The Qualities of a Great CPA Financial Planner

U.S. Wealth Management chairman and CEO John Napolitano discusses the unappreciated qualities that make up a great financial planner, in an interview with Accounting Today editor-in-chief Daniel Hood.

The One-Day Strategic Plan

Jay Nisberg and Gary Shamis, co-authors of the...
April 05, 2016
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Mixing the Personal and the Professional

Gary Shamis of BDO and consultant Jay Nisberg...
April 04, 2016
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Know Thy Firm: Building a Strategic Plan

Gary Shamis of BDO and consultant Jay Nisberg...
April 01, 2016
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Rethinking Strategic Planning

Gary Shamis of BDO and consultant Jay Nisberg...
March 31, 2016
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Tax Breaks for Families

Kerri Swope of Care.com HomePay talks in this...
March 29, 2016
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Nanny Taxes and Home Employment

Kerri Swope of Care.com HomePay discusses Nanny...
March 28, 2016
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