Harness Wealth
NOVEMBER 27, 2023
Within the accounting profession, Client Accounting Services (CAS) has emerged as a pivotal offering for entrepreneurial CPAs wishing to help their clients with more than just annual tax filings. Table of Contents What are Client Accounting Services (CAS)? What are Client Accounting Services (CAS)?
Harness Wealth
OCTOBER 23, 2023
If you’re a CPA who works with clients on more than just annual tax returns, you’re likely already providing accounting advisory services. We’ll also introduce you to Harness Tax’s accounting practice management platform, and how it, too, can be the catalyst for your accounting firm’s growth.
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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.
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.
Brown Advisory
JULY 30, 2015
In a nutshell, that is what we strive to do at Brown Advisory: help our clients to be prepared. At Brown Advisory, we use all the tools available to us — high-quality investments, sophisticated tax planning, and strategic advice on charitable and business planning — and integrate those tools in an effort to help you achieve your goals.
Brown Advisory
FEBRUARY 23, 2022
We are by no means experts, but we have invested substantial time and effort reflecting on how to bring our colleagues back to the office in the most effective, safest way possible, for the benefit of our clients, our colleagues and our culture. Topics will included: • How to structure the earn out.
Brown Advisory
FEBRUARY 23, 2022
We are by no means experts, but we have invested substantial time and effort reflecting on how to bring our colleagues back to the office in the most effective, safest way possible, for the benefit of our clients, our colleagues and our culture. Planning for Your Liquidity Event and Beyond. Thursday, May 6, 2021. Approaching the Exit.
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