I am very excited to have written an article for the July 2015 issue of Valley Business FRONT! The article deals on how firms can best work with younger clients. You can check out by following this link: http://www.vbfront.com/VBFront_July15/VBFront_July15.pdf
My advice was also excerpted in a piece on WiseBread regarding money moves CPAs say that you must make. It can be found here: http://www.wisebread.com/8-money-moves-cpas-say-you-must-make
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