Client Relationships

Year-End Checklists

Checklist for end-of-year activities with clients

Thank You

How are you thanking your clients for their business in 2021?

High net worth clients

Tax advising for the high-net-worth client, part 2

Prepare for a Disaster

Ensure your clients have a financial safety net if a disaster strikes

Customers are Right

The customers are always right

High-net-worth clients

Tax advising for the high-net-worth client, part 1

Beware of tax scams

Help your clients battle identity theft risk related to unemployment

Finanical Statements

The stories your clients’ financials tell about their business

Win more clients

How to build trust and win more clients

Eldercare Scams

Focus on fraud: Romance and remarriage in later years

Client Information

What you can — and can’t — do with your client information

Stock Trading

Advising the inexperienced stock trader during COVID-19