In this episode, we dive into the powerful results that happen when a financial advisory firm and an accounting firm join forces. We introduce our strategic partner, Simmons and Simmons  and discuss the most overlooked tax deductions, proactive tax planning and real examples of how to avoid costly mistakes and make smarter financial decisions.

In this episode, we dive into the powerful results that happen when a financial advisory firm and an accounting firm join forces. We introduce our strategic partner, Simmons and Simmons and discuss the most overlooked tax deductions, proactive tax planning and real examples of how to avoid costly mistakes and make smarter financial decisions.

Financial Planning Meets Accounting

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

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Financial Planning Meets Accounting

Financial Planning Meets Accounting