This annual ranking of the leading CPA financial planners by assets under management also shares their major concerns and their strategies for dealing with their most pressing issues.
Tax planning has never been more important — or more difficult — and that's why the next generation of tax preparers are adding tax advisory and resolution services to their core offerings.
Join us for an informative webinar where we will dive into the complexities of payroll compliance through the lens of a seasoned accountant's experience. Our spotlight guest, an esteemed tax consultant turned accounting firm owner, will share their captivating payroll management journey spanning over two decades.