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Economy & Finance The 12 Steps of Estate Planning

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…

Marketing PPC Advanced. 2014 Cleveland Nonprofit Marketing Summit

1. OUR APPROACH TO DIGITAL MARKETING In-Depth PPC – Non-Profit Summit August 1st 2014 Brittany Amato [email protected] 2. Agenda In-depth PPC Session Agenda •…

Business Questions to Ask Your CPA

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.…

Documents CPA Career Awareness 2 WHY I AM HERE 3 WHAT DO YOU WANT FROM A ?

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…

Documents October 22, 2015. What do you want from a career? What kind of lifestyle to you want?

* 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…

Documents CPA Career Awareness

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…