All those “employee” benefits and how to think about them with Chris Gaddis

Just giving your employees more money doesn’t necessarily solve their problems.

Psychology and Taxes with Ashley Quamme

You are definitely the least boring CPA.

New Money New Problems with Brenton Harrison

"Taxes HAVE to be part of the discussion"

Tax Planning and the military with Brandon Lovingier

Tax planning has to be specific to the client situation, generic advice doesn't work.

Prospecting, Tax Planning and making the most out of 2024 with Jeremiah Desmarais

Building the right system will help you serve more of your ideal client AND serve your clients more efficiently so you can have the business and life you really want.

Premium Tax Planning for Premium Fees with Patrick Lonergan

Tax planning provides value that is a multiple of our fee and that's just one of the services we provide.