1. Asset AllocationMurray Priestley Alpha Asset Managers 2. General Advice Disclaimer The information in this presentation is general in nature and does not take into account…

1. Preparing for the Shift Change in Accounting Tom Hood, CPA, CITP, CGMA @tomhood #BTCSummit2014 August 19, 2014 2. If there is a conversation about the future of the profession,…

1. Putting millions of dreams on track. One dream at a time. Annual Report 2006 2. 41 million mass affluentand affluent U.S. households.*Many of them: baby boomers whoare…

1. How toTEACH YOUR KIDSABOUT MONEYDON’T WAIT, START TODAY! 2. Earning, saving, spending, and giving awaymoney aren’t just concepts for adults. Kidsneed to learn about…

1. part one: MAKING THE CASE FOR BY MARK KREBS ALWAYS FORWARD 2.   ALWAYS FORWARD 3.   EFFECTIVE PROMOTIONAL PLANNING WILL… ALWAYS FORWARD 4. ALWAYS FORWARD   EFFECTIVE…

!  Powerful  performance  management,  planning,   budge5ng  and  forecas5ng  capabili5es     !  Con5nuously  plan  for  the  future  -­‐  sales,  …

CAPITAL GAINS TAX BURDEN TIPS TO REDUCE YOUR Have you made money on the sale of an investment or real estate? That is, were you able to sell a capital asset for more than…

1. A quick guide to UI/UX design (and why it matters.) 2. “Hello there!” - DORALIN KELLY UI/UX designer and Star Wars fangirl 3. F I N T E C H S T A R T U P S are easing…

1. BY J()SlMaking the Gra ellYour client recognizes that their money man-early every practicing CPA has been asked by a client,“Is my money manager doing a good job? "ager…

1. 7 WAYS TO CONTROL YOURTO CONTROL YOUR SUPPLY CHAINSUPPLY CHAIN 2. “A SUPPLY CHAIN IS THE FLOW OF PHYSICAL GOODS, INFORMATION & FINANCE” “A SUPPLY CHAIN IS THE…