There is a delicate balance between portfolio allocations, valuations, and liquidity considerations. Tune into today's video to hear Harry shed light on the strategic challenges facing family offices in today's investment landscape.

#CPA Firm #corporateadvisor #CPA #familyoffices

How to make strategic decisions:
1. Define what the strategy is
2. Define the results you are expecting
3. Measure the results
#beccfocpa #businessgoals #businessgrowth #betterdecisionsbetterresults #cpafirm

Wondering how we get it all done? Here’s how we work. #beccfocpa #businessgoals #businessgrowth #betterdecisionsbetterresults #cpafirm

Empowering the Next Generation: Teaching my Kids the ABCs of Wealth Creation #beccfocpa #businessgoals #businessgrowth #betterdecisionsbetterresults #cpafirm

New Listing - GA - North Metro Atlanta

CPA firm for sale. Annual gross $2.5m.

Details: accountingpracticeexchange.com/Sales/GEORGIA/…

#tax #AICPA #accounting #acquisition #opportunity #cpa #CFO #GEORGIA #GA #innovative #CPAFirm #SMB #big4 #AcctPracticeEx #merger #AccountingNews #entrepreneurs

🏭 Running a manufacturing business comes with financial responsibilities from inventory management to pricing strategies.

Trust is crucial, so partner with a dependable #CPAfirm specializing in manufacturing.

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#ManufacturingFinance #ShannonCPAs 🚀

Laugh Out Loud: Celebrating World Laughter Day! 😄🌍 Spread Joy, Positivity, and Laughter Everywhere. Jain TaxTech Wishes You a Day Filled with Smiles!🎉😄 #WorldLaughterDay #SpreadJoy #JainTaxTech #TaxAdvisors #Bookkeeping #Auditing #BusinessTax #TaxSolutions #CPAfirm #GSTFiling

New Listing - CA - Escondido

EA firm for sale. Annual gross $161k.

Details: accountingpracticeexchange.com/Sales/CALIFORN…

#tax #AICPA #accounting #acquisition #opportunity #cpa #CFO #CA LIFORNIA #CA #innovative #CPAFirm #SMB #big4 #AcctPracticeEx #merger #AccountingNews #bookkeeping

🌟 SOLD! 🌟
Check out our listing page for more high-quality listings like this one.
Link to listing page: hubs.li/Q02v3fVt0

#PoeGroupAdvisors #Accounting #CPA #CPA firm #Entrepreneur #BusinessOwner #FirmForSale #CPA FirmsForSale #BookkeepingFirmForSale

New Listing - FL - Clearwater

CPA firm for sale. Annual gross $350k.

Details: accountingpracticeexchange.com/Sales/FLORIDA/…

#tax #AICPA #accounting #acquisition #opportunity #cpa #CFO #FL ORIDA #FL #innovative #CPAFirm #SMB #Quickbooks #big4 #AcctPracticeEx #merger #AccountingNews #bookkeeping

In the pursuit of wealth, partnerships can be the accelerator pedal. #beccfocpa #businessgoals #businessgrowth #betterdecisionsbetterresults #cpafirm #FinancialExcellence #FinancialAdvice

In our latest blog ('How To Get Started with Preparing a Business Budget?'), we offer a step-by-step guide to making a proper budget for your small business. bit.ly/44xpmex #smallbusinessowner #startup #entrepreneur #advisory #cpafirm #lndont

The survey suggests an urgent need for structured estate planning with the $84 trillion wealth transfer already in full swing. bit.ly/3Wayeog #estateplanning #wealthmanagement #cpafirm #stcatharines

🏭💡 Running a manufacturing business?

You know every decision impacts your bottom line.

Trust a #CPAfirm specializing in manufacturing for expert financial management.

Contact Shannon & Associates for financial success in manufacturing. 📈

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Did you see Edward Mendlowitz's Accounting Today column about my new book? I asked him to do an advance read, and then he went and wrote this. I'm one lucky person to be able to call him a friend!

bit.ly/3UtGixY

#CPA #CPA firm #taxtwitter #bookreview #RadicalPricing

New Listing - MA - Woburn

Practice for sale. Annual gross $1m.

Details: accountingpracticeexchange.com/Sales/MASSACHU…

#tax #AICPA #accounting #acquisition #opportunity #cpa #CFO #MA SSACHUSETTS #MA #innovative #CPAFirm #SMB #CPAs #CPALife #big4 #AcctPracticeEx #merger #AccountingNews

2️⃣ They’re born a bit more 'social.'

3️⃣ The standard for service has been altered.

#CPA Firm #corporateadvisors #CPA #Businesstaxservices #taxservices #taxplanning #generationaldifferences #transparency

🎉🍔 Our Bethesda team celebrated the end of the busy season with some office fun! Enjoying games like cornhole and air hockey, we shared food and laughs. Here's to exceptional teamwork across all our offices and a job well done!

#teamwork #cpafirm #accountingservices

Farm families are grappling with how changes to the capital gains inclusion rate and exemption outlined in the latest federal budget may impact their succession planning. bit.ly/3W8BUXE #agriculture #farming #successionplanning #cpafirm #lndont

This week's blog ('Everything You Should Know About First-Time Home Buyers' Tax Credit') discusses how first-time home buyers' tax credit works. bit.ly/3wt0msc #FTHB #taxation #taxes #cpafirm #advisory #burlON