Latest News

Tax and financial planning news from around the web: April 10 – 14, 2023

Written on Apr 14, 2023

How client conversations can turn tax season into opportunity season
Tax season offers ideal opportunities to strengthen client relationships and even potentially put better processes and procedures in place ahead of next year.

Personal liability, accounting and taxes concern cannabis investors and CEOs
Correct accounting, tax preparation and reporting in the cannabis industry requires proper operational setup and processes, expertise and tools.