Apr 26, 2019
Guests: Ted Sarenski, CPA/PFS & panelists: Michael Goodman, Brooke Salvini, and Susan Tillery
Category: Practice management
In this episode, CPA financial planners share how they set their client fees in their tax & financial planning advisory businesses and answer the questions:
Apr 19, 2019
Guests: Ted Sarenski, CPA/PFS & fellow CPA/PFS panelists: Jean-Luc Bourdon, Ellen Bruno, Chris DeBlanc, Michael Goodman, Brooke Salvini, Scott Sprinkle, David Stolz, and Susan Tillery
Category: Practice management
In this episode, CPA financial planners share their experiences with building their tax and financial...
Apr 19, 2019
Guests: Andrea Millar, CPA/PFS & Susan Tillery, CPA/PFS
Category: Professional development
CPAs and financial planning have been around for over a century. Not because we’ve stayed the same, but because we evolve and adapt to finding new ways to better serve clients. You are forward-thinking and relationship-oriented...
Apr 4, 2019
Guest(s): David Grau, Sr. & Michael Goodman, CPA/PFS
Category: Practice management
In this episode, Michael Goodman, CPA/PFS interviews David Grau, president & founder of FP Transitions, who shares the ABCs of succession planning. He answers the questions:
Apr 3, 2019
Guest(s): Bob Keebler, CPA/PFS & Mitchell Gans, JD
Category: Technical
In NC Department of Revenue v. The Kaestner Family Trust, the Supreme Court will determine whether the US Constitution’s due process clause prohibits states from taxing trusts based on trust beneficiaries’ in-state residency. In this episode,...