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 ...
CCH, a Wolters Kluwer business
The Practice Management Playbook, Part 1: The Right Single Portal
How Partners can Delegate with Control, Flatten the Tax Season, and Delight Clients and Staff.
CCH Connections: User Conference 2022
Learn from experts in the tax and accounting industry and share insights with other Wolters Kluwer software users.
Tracy Gaspardo Mortenson, J.D., CPA — 39 (God help me)
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 […]