My Article in Valley Business FRONT

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

VBFront_July15

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

Wisebread

Any accounting, business, or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.