Last week I (again) went to the AICPA Engage conference in Las Vegas. It’s always a great event with quality content and speakers. One of my favorite things about being a CPA financial planner is getting to learn so much about so many different areas, like tax planning,...

Another year begins! I’m finishing up some year-end tasks while planning for another tax season, and, quite honestly, I’m a little behind— so this is getting out a bit late. Being busy is a good thing, though, and I think I’m getting my head back...

So last week I was in Las Vegas for the AICPA ENGAGE conference held at the MGM Grand. It was way better than last year- much more organized and streamlined. Yet the quality of the content was still top notch. The best estate, financial, and...

Optimism Abounds! 2018 is starting out on a tear with the Dow Jones Industrial Average crossing 25,000 today for the first time in the index’s history. The S&P is over 2,700. What a year it’s been in the markets! Will stock prices continue to rise in...