Harness Wealth
OCTOBER 23, 2023
Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. This can also include advice on business structure, operational efficiencies, and long-term strategic planning.
Brown Advisory
MAY 4, 2020
As is often the case, its strategic and investment choices are intertwined, because the college needs to allocate its precious capital across several competing options. Consulting: We leveraged our team’s network to help the client find a qualified consultant to assist with a revamp of the foundation’s scholarship application process.
Brown Advisory
SEPTEMBER 4, 2019
challenge: STRATEGIC PLANNING/DEBT MANAGEMENT. . Recently, a new client—a small private college—asked us for broader financial guidance as it considered a set of short-term and long-term objectives. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND.
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