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Technology is about to disrupt the field service industry -- and all your clients who are in it.
May 1 -
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Accountants need to stop engaging in these behaviors
May 1 -
CPAs need to expand the types of courses they take
May 1 -
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We're dedicating this column to tax alpha because accountants who are financial planners are uniquely positioned to deliver it. But just what, you may ask, is "tax alpha"? If "alpha" is the return generated by an advisor's skill in picking and managing investments, then "tax alpha" protects that return and generates a boost by making sure that taxes don't eat away more of a client's wealth than absolutely necessary.
May 1