The challenges and fall out from COVID are prevalent for families as all struggle to find some seed of normal in the world today and we are tasked with helping. Linda, Melanie, Marina and John […]
Read More… from Happy Thanksgiving!
We are beginning to work on a mentorship program to assist the newly minted CFDS graduate or anyone struggling to bring this niche into full swing in your practice. Watch for more information coming from marketing to implementation. […]
Read More… from Coming for your benefit – Mentorship Program
If you want to broaden your horizons, register for the International Academy of Collaborative Professionals Forum to be held October 28-31st. Whether live or online, you could meet fellow practitioners from all parts of the world and share the knowledge or experience that allows you to grow in this field. Workshops are offered for all […]
Read More… from IACP Forum – In San Diego, CA or Online for October
October 26th at 2:30 pm How to Handle the Tax for Net Family Property Statements Many of you know of Blair’s expertise and those of you who don’t will certainly benefit from learning what he has to offer, especially on this generally misunderstood area for calculating equalization. It is a key area of concern as […]
Read More… from Webinar – Challenges & Enlightens You on Dealing with Tax on NFP Statement