EFBC Crash Card Template
EFBC’s Contingency Planning Crash Card Template In the event of a health emergency or sudden death, family members often scramble to locate important information and documents. This process can be overwhelming, especially when emotions are running high. To prepare for… Read more→
President’s Message – Transitions
A few years ago, I decided to leave my forum. I loved my forum and still do, but I needed a change. In large part, I gained the confidence to leave from my forum. I was prepared and energized to… Read more→
A Year of Alphabet Soup
September has been ‘our month’ to share our insights and updates around the accounting and tax planning areas of our practice. And, given the year we have all been crawling or sprinting through, we are taking this opportunity to visit… Read more→
Live Well, Work Well
The coronavirus pandemic has caused uncertainty, stress and worry for many for the past few weeks. Even as businesses reopen and restrictions are lifted, many Americans are experiencing considerable anxiety. With more than half of Americans reporting to Dynata, a survey… Read more→