Harness Wealth
OCTOBER 23, 2023
Specialized areas can include estate planning and tax-efficient investment strategies. If you’re a CPA who works with clients on more than just annual tax returns, you’re likely already providing accounting advisory services.
International College of Financial Planning
MARCH 9, 2024
Who is a Certified Financial Planner® Professional A Certified Financial Planner® (CFP®) professional is a beacon in the financial advisory landscape, offering unmatched expertise in financial management and strategic planning.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Steve Sanduski
FEBRUARY 6, 2023
Pam Perskie is the Founder and CEO of Seven Mile Advisory , a multi-family office that works with clients who have significant financial complexity, including business owners, private equity professionals, real estate investors and operators, professional athletes, and entertainers. The multi-family office structure. Minimums could be higher.
Brown Advisory
NOVEMBER 28, 2022
2022 Year-End Planning Letter: Reflections and Perspectives ajackson Mon, 11/28/2022 - 11:10 The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term.
Brown Advisory
NOVEMBER 28, 2022
2022 Year-End Planning Letter: Reflections and Perspectives. The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term. Mon, 11/28/2022 - 11:10.
Brown Advisory
NOVEMBER 5, 2021
We recognize these factors are creating concern for many of our clients and, in some cases, a feeling that it is imperative to act before December 31. Formulating a plan to take the first incremental steps and assessing regularly are critical. But, there are other considerations to keep in mind, like changes in tax exposure.
Good Financial Cents
DECEMBER 14, 2022
The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Senior accountants are responsible for managing the financial records of their organization. Senior Accountants. Average salary: $73,547 per year.
Expert insights. Personalized for you.
52 
Let's personalize your content