NEW YEAR LETTER 2021 Well, to begin by stating the obvious, no one is sad to see 2020 fade and a new year begin. All our lives have seen disruption—loved ones died, businesses closed, children are still not in school.  I remember thinking back in March...

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...