
Making a Big Impact in Short Order with Tax Services
Research from Cerulli Associates found advisor practices that put a premium on creating client-centric experiences have median client sizes that are 93% larger ...
Research from Cerulli Associates found advisor practices that put a premium on creating client-centric experiences have median client sizes that are 93% larger ...
How Partners can Delegate with Control, Flatten the Tax Season, and Delight Clients and Staff.
Learn from experts in the tax and accounting industry and share insights with other Wolters Kluwer software users.
Director, Federal and State Tax, CCH, a Wolters Kluwer business City/State: Riverwoods, IL Education: J.D., Georgetown University Law Center, J.D.; B.S. in Accounting, University of Illinois Civic Involvement: Glenview Youth Baseball, Volunteer Our Lady Perpetual Help Hobbies: Jogging, softball, painting, remediation and dispute resolution for those under 8, tennis, travel, coaching Children: I have two […]