Trillions of dollars in assets will shift from boomers to younger generations over the coming decades.
Be the Flywheel to Increase Revenue
“This will be the largest transfer of wealth the nation has ever seen in such a short period of time.”
When helping clients plan for retirement, exit their business or reach other major financial goals, we tend to default to the numbers.
When I was 12 years old, I accompanied a very imposing NFL football player named Jackie Slater to an LA Lakers basketball game.
As a CPA, EA, or tax preparer, busy season seems to get longer, more stressful, and more complicated every year.
A Morningstar study of investor behavior found that the future vision we have of ourselves (or lack thereof) …
Most tax professionals consume too much time in compliance when tax advisory supercharges business. Many CPAs are …
Do you sometimes feel more like a therapist than a financial advisor? If so, you’re not alone.
Adding financial advisory services to your practice is a great revenue enhancer that deepens your client …
Trillions of dollars in assets will shift from boomers to younger generations over the coming decades.
“This will be the largest transfer of wealth the nation has ever seen in such a short period of time.”
When helping clients plan for retirement, exit their business or reach other major financial goals, we tend to default to the numbers.