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The Top 4 Financial Topics You Should Cover with Your Clients This Tax Season
Accountants should use this time of year to help clients deal with financial issues well beyond paying taxes.
Apr 7 2015
Education & Careers
8 Lessons You and Your Clients Learn by Watching Downton Abbey
It's no joke: your Baby Boomer clients learn financial lessons from the show that are applicable a century later.
Mar 10 2015
Why Everyone Needs an 'Incapacity Plan'
While many people carefully plan for retirement and what will become of their estate after death, too few provide for that middle ground – incapacity. Incapacity planning ensures you're able to speak for yourself in all decisions.
Aug 5 2013
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