All posts by Jessie Halvorsen

14

Jan'19

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 …

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09

Jan'19

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 …

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03

Jan'19

#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. …

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03

Jan'19

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 …

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19

Dec'18

#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”) …

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17

Dec'18

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 …

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06

Dec'18

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 …

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06

Dec'18

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, …

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