GROWING YOUR CPA PRACTICE
![](https://static.wixstatic.com/media/11062b_620eb2cccbe2479d9016af2681a44b30~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_620eb2cccbe2479d9016af2681a44b30~mv2.webp)
![GROWING YOUR CPA PRACTICE](https://static.wixstatic.com/media/11062b_620eb2cccbe2479d9016af2681a44b30~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_620eb2cccbe2479d9016af2681a44b30~mv2.webp)
![](https://static.wixstatic.com/media/11062b_e8529498efaf4ce6bdcdbfc1c0a1c431~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_e8529498efaf4ce6bdcdbfc1c0a1c431~mv2.webp)
![HOW CPA FIRMS CAN MAKE MONEY UNRELATED TO THEIR TIME](https://static.wixstatic.com/media/11062b_e8529498efaf4ce6bdcdbfc1c0a1c431~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_e8529498efaf4ce6bdcdbfc1c0a1c431~mv2.webp)
HOW CPA FIRMS CAN MAKE MONEY UNRELATED TO THEIR TIME
![](https://static.wixstatic.com/media/11062b_dbcc4fe873374cc4996059a49e401026~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_dbcc4fe873374cc4996059a49e401026~mv2.webp)
![DISTRIBUTING ESTATE ASSETS FAIRLY AND EQUITABLY](https://static.wixstatic.com/media/11062b_dbcc4fe873374cc4996059a49e401026~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_dbcc4fe873374cc4996059a49e401026~mv2.webp)
DISTRIBUTING ESTATE ASSETS FAIRLY AND EQUITABLY
![](https://static.wixstatic.com/media/11062b_6aa07c14baf04335951d0227ccdc00ab~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_6aa07c14baf04335951d0227ccdc00ab~mv2.webp)
![WILL YOUR RETIREMENT INCOME LAST?](https://static.wixstatic.com/media/11062b_6aa07c14baf04335951d0227ccdc00ab~mv2.jpeg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_6aa07c14baf04335951d0227ccdc00ab~mv2.webp)
WILL YOUR RETIREMENT INCOME LAST?
![](https://static.wixstatic.com/media/6df2992646694a4ea222e16639b1e183.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/6df2992646694a4ea222e16639b1e183.webp)
![SECRETS OF A FORMER FINANCIAL ADVISOR… BUDGETS](https://static.wixstatic.com/media/6df2992646694a4ea222e16639b1e183.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/6df2992646694a4ea222e16639b1e183.webp)
SECRETS OF A FORMER FINANCIAL ADVISOR… BUDGETS
![](https://static.wixstatic.com/media/11062b_9e3c05fc1ce842d2a67039dbb27bc106~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_9e3c05fc1ce842d2a67039dbb27bc106~mv2.webp)
![YOUR ROTH IRA CAN GROW, BUT NOT FOREVER](https://static.wixstatic.com/media/11062b_9e3c05fc1ce842d2a67039dbb27bc106~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_9e3c05fc1ce842d2a67039dbb27bc106~mv2.webp)
YOUR ROTH IRA CAN GROW, BUT NOT FOREVER
![](https://static.wixstatic.com/media/ae3692b18d64410dafc8014b30a9982f.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/ae3692b18d64410dafc8014b30a9982f.webp)
![SECRETS OF A FORMER FINANCIAL ADVISOR: THE MONKEY TRAP](https://static.wixstatic.com/media/ae3692b18d64410dafc8014b30a9982f.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/ae3692b18d64410dafc8014b30a9982f.webp)
SECRETS OF A FORMER FINANCIAL ADVISOR: THE MONKEY TRAP
![](https://static.wixstatic.com/media/11062b_a549c9288ef04bd8b86f365e8f1a2641~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_a549c9288ef04bd8b86f365e8f1a2641~mv2.webp)
![HOW SHOULD I DOUBLE MY MONEY? HERE ARE SOME CHARITABLE GIVING TIPS](https://static.wixstatic.com/media/11062b_a549c9288ef04bd8b86f365e8f1a2641~mv2.jpeg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_a549c9288ef04bd8b86f365e8f1a2641~mv2.webp)
HOW SHOULD I DOUBLE MY MONEY? HERE ARE SOME CHARITABLE GIVING TIPS
![](https://static.wixstatic.com/media/11062b_c2b2941c784847198f8ba95a2f56425a~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_c2b2941c784847198f8ba95a2f56425a~mv2.webp)
![SECRETS OF A FORMER FINANCIAL ADVISOR: DANCE WITH THE ONE WHO BRUNG YOU](https://static.wixstatic.com/media/11062b_c2b2941c784847198f8ba95a2f56425a~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_c2b2941c784847198f8ba95a2f56425a~mv2.webp)
SECRETS OF A FORMER FINANCIAL ADVISOR: DANCE WITH THE ONE WHO BRUNG YOU
![](https://static.wixstatic.com/media/11062b_9e6a0b2c536c452286b8dbe939e8ab30~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_9e6a0b2c536c452286b8dbe939e8ab30~mv2.webp)
![CAN WE TALK? | FINANCIAL PLANNING WITH YOUR SPOUSE](https://static.wixstatic.com/media/11062b_9e6a0b2c536c452286b8dbe939e8ab30~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_9e6a0b2c536c452286b8dbe939e8ab30~mv2.webp)
CAN WE TALK? | FINANCIAL PLANNING WITH YOUR SPOUSE
![](https://static.wixstatic.com/media/11062b_bb0738653f2d4a9d98d2f93bed2177f2~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_bb0738653f2d4a9d98d2f93bed2177f2~mv2.webp)
![IS A SINGLE PREMIUM DEFERRED ANNUITY RIGHT FOR ME?](https://static.wixstatic.com/media/11062b_bb0738653f2d4a9d98d2f93bed2177f2~mv2.jpeg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_bb0738653f2d4a9d98d2f93bed2177f2~mv2.webp)
IS A SINGLE PREMIUM DEFERRED ANNUITY RIGHT FOR ME?
![](https://static.wixstatic.com/media/11062b_90b6bbe28d374a26be1a91e2aedd70c2~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_90b6bbe28d374a26be1a91e2aedd70c2~mv2.webp)
![9 ½ LESSONS ABOUT MONEY AND LIFE (THAT ONLY TOOK ME FORTY YEARS TO LEARN)](https://static.wixstatic.com/media/11062b_90b6bbe28d374a26be1a91e2aedd70c2~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_90b6bbe28d374a26be1a91e2aedd70c2~mv2.webp)
9 ½ LESSONS ABOUT MONEY AND LIFE (THAT ONLY TOOK ME FORTY YEARS TO LEARN)
![](https://static.wixstatic.com/media/e2f69251cb244a16a0c1f7d6f87aba1e.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/e2f69251cb244a16a0c1f7d6f87aba1e.webp)
![TAKING CHARGE OF YOUR DESTINY](https://static.wixstatic.com/media/e2f69251cb244a16a0c1f7d6f87aba1e.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/e2f69251cb244a16a0c1f7d6f87aba1e.webp)
TAKING CHARGE OF YOUR DESTINY
![](https://static.wixstatic.com/media/34aef00a568e4c7db32033c39660ed8d.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/34aef00a568e4c7db32033c39660ed8d.webp)
![WHEN WAS THE LAST TIME YOU HAD A FINANCIAL CHECKUP?](https://static.wixstatic.com/media/34aef00a568e4c7db32033c39660ed8d.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/34aef00a568e4c7db32033c39660ed8d.webp)
WHEN WAS THE LAST TIME YOU HAD A FINANCIAL CHECKUP?
![](https://static.wixstatic.com/media/11062b_2d742d6ed59c4aa5ab091b47a335a4bf~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_2d742d6ed59c4aa5ab091b47a335a4bf~mv2.webp)
![SHOULD YOU BE CONSIDERING A SPECIAL NEEDS TRUST?](https://static.wixstatic.com/media/11062b_2d742d6ed59c4aa5ab091b47a335a4bf~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_2d742d6ed59c4aa5ab091b47a335a4bf~mv2.webp)
SHOULD YOU BE CONSIDERING A SPECIAL NEEDS TRUST?
![WHAT IS AN ADVANCE DIRECTIVE AND WHY DO I NEED ONE?](https://static.wixstatic.com/media/5b407ef3b9b94132b0fdb212bc5ce38e.png/v1/fill/w_514,h_386,fp_0.50_0.50,q_95,enc_auto/5b407ef3b9b94132b0fdb212bc5ce38e.webp)
WHAT IS AN ADVANCE DIRECTIVE AND WHY DO I NEED ONE?
![](https://static.wixstatic.com/media/11062b_a549c9288ef04bd8b86f365e8f1a2641~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_a549c9288ef04bd8b86f365e8f1a2641~mv2.webp)
![UNDERSTANDING INTEREST CREDITING AND INDEXING](https://static.wixstatic.com/media/11062b_a549c9288ef04bd8b86f365e8f1a2641~mv2.jpeg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_a549c9288ef04bd8b86f365e8f1a2641~mv2.webp)
UNDERSTANDING INTEREST CREDITING AND INDEXING
![](https://static.wixstatic.com/media/11062b_466afa4360cc4f3a92c082c5dd1d24a1~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_466afa4360cc4f3a92c082c5dd1d24a1~mv2.webp)
![DO YOU HAVE A WILL?](https://static.wixstatic.com/media/11062b_466afa4360cc4f3a92c082c5dd1d24a1~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_466afa4360cc4f3a92c082c5dd1d24a1~mv2.webp)
DO YOU HAVE A WILL?
![](https://static.wixstatic.com/media/11062b_d79b79cecda7401bb0818d92258cf715~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_d79b79cecda7401bb0818d92258cf715~mv2.webp)
![WHAT IS YOUR RETIREMENT SAVINGS IQ?](https://static.wixstatic.com/media/11062b_d79b79cecda7401bb0818d92258cf715~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_d79b79cecda7401bb0818d92258cf715~mv2.webp)
WHAT IS YOUR RETIREMENT SAVINGS IQ?
![](https://static.wixstatic.com/media/e63643c2b5da4a308a32eb689864913d.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/e63643c2b5da4a308a32eb689864913d.webp)
![HOW CONVERTING TERM LIFE INSURANCE HELPED ONE FAMILY](https://static.wixstatic.com/media/e63643c2b5da4a308a32eb689864913d.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/e63643c2b5da4a308a32eb689864913d.webp)
HOW CONVERTING TERM LIFE INSURANCE HELPED ONE FAMILY
US National Debt Clock : Real Time
Charting America’s Debt: $31 Trillion and Counting. Failing to plan is planning to fail!