It’s October! You are well aware of the calendar, of course, and so are your clients. You’ve also likely already begun reminding clients about year-end tax deadlines and important loose
Legacy is more than what we leave behind—it is also the impact we make while we’re here. When we think of legacy, we often picture financial inheritances or family traditions,
After the holiday glow has finally worn off, your clients may be hit with a sinking realization that it’s time to pull together tax information and start working with their
