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Life Transitions Can Trigger Deeper Client Service Opportunities with the PFS Credential
Nov 30, 2021
Unexpected events and major life transitions offer a critical opportunity to assist clients.
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12 Technology Terms Every CPA Should Know
Aug 17, 2021
Keeping up with emerging technologies and tech lingo can be overwhelming. We pulled together this glossary to help you understand the most common tech terms you’ll hear in the business and CPA world.
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