2019 Legislative Session // FB Live Recap
First, you may or may not know about the shut down going on in the government. The Internal Revenue Service …
Read MoreGoogle Applications // FB Live Recap
2019 marks our 60th anniversary! To start the year, we are going to be concluding our seminar season with the …
Read More#TechTips: Don’t Worry, There’s an App For That!
By Jonathan Rivlin It’s been said that when your only tool is a hammer, every problem looks like a nail. …
Read MoreSocial Security Administration Online Access // FB Live Recap
One update we had to mention is Franchot announced the BPW approval of a $160 million contract to replace the …
Read More#TechTips: Accountable Plans get “-iffied”
By Jonathan Rivlin Have you ever worked up a client’s QB file (the modern equivalent to the “bag of receipts”) …
Read MoreFederal and Local Legislative Update // Facebook Live Recap
Covering all the legislative matters coming up in January here in Maryland and items happening on the hill in Washington …
Read MoreProtect Your Finances and Prepare This Holiday Season // Facebook Live Recap
As we move into the new year and through the holiday season, we need to keep a couple of items …
Read MoreThe Good. The Bad. The Client Feedback.
Guest post by Kait LeDonne For any of you who have sat on a call with a customer service rep, …
Read More