Aug 1, 2:00pm With a new presidential administration, this year has seen a host of changes, developments and new issues that will affect businesses of all sizes.
Jun 21, 2:00pm When you look at your clients’ tax returns, you can tell right away if their current financial advisor is serving them well – and all too often the answer is that they’re not.
Jun 13, 2:00pm Join industry thought leaders Brian Siet, Wolters Kluwer and Garrett Wagner, Thaney & Associates for a frank discussion on how firms can turn a traditional engagement workflow into a process that generates new opportunities for the firm and the firm’s clients.
