Reconnecting with your client is an opportunity to re-invent yourself. Like a New Year’s resolution, you can commit to doing things better. Pick one thing and focus on it until it becomes a habit. To truly connect with your client, you need to observe. You need to look. And you need to listen.
With several proposed legislative changes to the current tax laws, most everyone agrees there are some significant changes on the horizon. The Made in America Tax Plan, the For the 99.5% Act,…
At the beginning of 2021, I went on a trip to Sedona, Arizona. Like everyone else, 2020 was a challenging year for me. In fact, it was one of the toughest years…