Latest Articles

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September 21, 2018 

Establishing a Family Financial Education Process

Preparing future heirs for the various roles and responsibilities that come with inheriting wealth is a multilayered topic. For many families, that will likely mean adopting a more strategic approach—one that provides numerous age-based opportunities to build both qualitative and quantitative capabilities for successful and lasting outcomes. Join Jack Thurman and Share Save Spend Founder...…

CPE 7b 1  54c00424e4707

September 21, 2018 

How Can Financial Wellness Pay Off for You and Your People?

Employee financial stress can be a major distraction for your employees, but it can also strain your company through high turnover and loss of productivity. Join the upcoming Ernst & Young LLP Personal Finance webcast as we feature a live panel discussing: Why financial wellness benefits are now equally important as traditional employee benefits Key...…

CPE 7b 1  54c00424e4707

September 21, 2018 

IRS Presenting: Practitioners Ethics Responsibilities

This session will be split into two distinct topics.  The first part will cover the four steps to meet due diligence for the Refundable Credits.  These requirements now include all three refundable credits; Earned Income Tax Credit, Child Tax Credit and American Opportunity Credits.  The second portion of this session deals with Circular 230, Diligence...…

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September 21, 2018 

Fattmerchant Releases Bi-Directional QuickBooks Online Integration

This new feature allows Fattmerchant’s platform to streamline the payments and accounting processes for merchants for the most seamless user experience on the market. The bi-directional syncing component allows for both apps to be updated as soon as a ...

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September 21, 2018 

Survival Tips for Fall Busy Season

What can you do to keep yourself going, coast through the deadlines, keep your colleagues satisfied and your family and friends happy, and maintain some semblance of the self you want to be?

Gail Perry