What Tax Prep Taught a Financial Advisor With Mary McDirmid

There are things you only learn from actually going through the process

Unlocking Value in M&A Transactions With Matthew Jarvis, CFP®

Clean books and clear value—why your financials matter in any M&A deal.

Words matter, choose wisely! with Steven J. Lee

The great news is that advisors can focus on the 3 or 4 areas that are most relevant to their clients

Should I stay or should I go? with Shelby Nicholl

You have to remember this is, first and foremost an investment.

Tactically Using Taxes for Lead Gen with Hillary Gale

You have to remember this is, first and foremost an investment.

What’s the tax deal on oil & gas? with Steve Blackwell

You have to remember this is, first and foremost an investment.