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 More
Google 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 More
Social 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 More
Federal 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 More
Protect 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 More
The 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