1. Take Charge and Reach Your Goals 2. Estate Planning What is an Estate Plan? • A good estate plan: more than just a will – Coordinates how investments and insurance…
Top 10 Overlooked Tax Breaks Questions to Ask Your New CPA To ensure a good match, here are a few key questions to ask a tax professional before trusting them with your financials.…
Slide 1 Slide 2 CPA Career Awareness Slide 3 2 WHY I AM HERE Slide 4 3 WHAT DO YOU WANT FROM A ? Slide 5 4 WHAT KIND OF DO YOU WANT TO HAVE ? Slide 6 5 WHAT WILL IT COST…
* What do you want from a career? What kind of lifestyle to you want? The means by which all companies track and report on their financial performance, internal processes…
CPA Career Awareness WHY I AM HERE WHAT DO YOU WANT FROM A ? WHAT KIND OF DO YOU WANT TO HAVE ? WHAT WILL IT COST TO THIS LIFESTYLE ? Housing (Rent / Mortgage) Car / Transportation…