We conduct interviews with leaders in accounting, wealth management, and fintech!











AI Nasdaq Rap w/ Tech 4 Accountants Andrew Lassise
AFO|Wealth Management Forward2023-09-21T03:36:51+00:00In this episode, Rory has a thought-provoking conversation with Andrew Lassise, the founder of Tech 4 Accountants. They provide a Bridging the Gap Conference round-up and dive into Intuit's Tax AI Assitant release. Andrew sheds light on the emergence of artificial intelligence and the impacts it could have on the accounting profession. Listen to Andrew do an AI Nasdaq rap...
Recent Podcasts
WHAT ARE TAX ACCOUNTING AND RISK ADVISORY SERVICES
AFO|Wealth Management Forward2022-06-22T15:39:04+00:00Tax accounting and risk advisory services can be applied to anyone: individuals, businesses, and corporations. Regardless of that . ....
WHY DOES MY ACCOUNTING FIRM NEED WEALTH MANAGEMENT SERVICES?
AFO|Wealth Management Forward2022-06-22T15:39:13+00:00The emergence of cognitive computing, artificial intelligence, and blockchain within the finance
Unemployment Benefits Exclusion
AFO|Wealth Management Forward2022-06-22T15:39:19+00:00The emergence of cognitive computing, artificial intelligence, and blockchain within the finance industry has . . .
MARKETING FOR ACCOUNTANTS 2021
AFO|Wealth Management Forward2022-06-22T15:39:23+00:00The emergence of cognitive computing, artificial intelligence, and blockchain within the finance industry has . . .
WEALTH MANAGEMENT TRAINING COURSES
AFO|Wealth Management Forward2022-06-22T15:39:29+00:00Best Wealth Management Training. Offered by Wealth Management Forward. Experts in wealth management. Visit our website for more detail.
Financial Advisor Training Program
AFO|Wealth Management Forward2022-06-22T15:39:38+00:00Are you looking to find the Best Financial Advisor Training program! Look NO MORE! Call AFO|WMF to book a free...
Backdoor Roth IRA – Why and How
AFO|Wealth Management Forward2022-06-22T15:39:43+00:00Putting money in a 401(k) plan is essentially a bet that your tax rate in retirement will be lower than...
What is the real dollar value of a 529 Plan?
AFO|Wealth Management Forward2022-06-22T15:39:49+00:00There are many common misconceptions about 529s, but the ones I hear most often is with regards to their tax...