Author-Michael-Cody,-CPA

How FAs Can Win More CPA Friends and Drive Referrals from Tax Advisors

Collaborating Productively with Tax Advisors to Encourage Referrals and Drive Superior Client Outcomes Come Down to a Few Crucial Behaviors As a CPA and managing partner of a tax advisory

By WSR Newsroom

/ 14 Oct 2021

How FAs Can Win More CPA Friends and Drive Referrals from Tax Advisors

Taxing Times – Tax Benefits of Acquiring Another FA’s Practice

Tax Benefits of Buying Another Independent FA’s Practice, Plus Business Launch Tax Credits and Is Your New Assistant an Independent Contractor or Employee? Welcome to our latest Taxing Times

By WSR Newsroom

/ 16 Sep 2021

Taxing Times – Tax Benefits of Acquiring Another FA’s Practice

Taxing Times – Top Tax Questions for Newly Independent FAs

Asked and Answered – Questions from Newly Independent Financial Advisors on Deducting Home Office Space, Airfare for Business Trips and How to Correct Business Owner Tax Returns When you’re an

By WSR Newsroom

/ 29 Jul 2021

Taxing Times – Top Tax Questions for Newly Independent FAs

How FAs Can Win More CPA Friends and Drive Referrals from Tax Advisors

Taxing Times – Tax Benefits of Acquiring Another FA’s Practice

Taxing Times – Top Tax Questions for Newly Independent FAs

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