Certified Public Accountants spend a lot of time during the summer attending incredible CPE conferences. Occasionally, we have the exciting opportunity to present at these conferences to inform our...
Read MoreIn our last few blogs, we discussed what a TAMP is, the role they play, and why the CPAlliance® is the best fit for CPAs wanting to offer personal financial planning (PFP) services to their clients....
Read MoreThe 27th Annual CPAlliance® Executive Roundtable was the best one yet! We hosted the conference at the Sandpearl Resort in Clearwater, Florida from June 25 through June 27. The location did not...
Read MoreSECURE Act 2.0, passed as part of the Consolidated Appropriations Act of 2023, made significant changes to the rules governing retirement plans and IRAs. These changes made it easier for individuals...
Read MoreAs many of us are looking to finalize our corporate and individual tax return extensions, now is the perfect time to work on that personal financial planning (PFP) business plan you've been putting...
Read MoreThis past summer, members of CPAlliance® gathered once again for the 26th Annual Executive Roundtable in sunny Sarasota, Florida. This four-day event is an annual retreat created to bring CPAlliance®...
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