Summer isn’t officially over for another few weeks, but the kids are back in school, so it might as well be. My Facebook and Instagram feeds are filled with pictures of parents and children on the first day back. Kids look excited and nervous, while parents are overjoyed...

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...