Americans are increasingly comfortable letting AI crunch the numbers, but they still want a human in the loop for ...
When the CPA profession was born many years ago, we started as bookkeepers, tax preparers and auditors. We then evolved to meet the needs of our clients. The clients were mostly businesspeople and ...
A few things really do improve over time. The reputation of the American travel agent is one prime example. I remember being shown a highly confidential survey by a supplier marketing executive when ...
Trusted contacts protect clients from elder fraud and financial exploitation while bridging gaps in estate planning ...
Disclaimer: This is sponsored content paid for by Goldstone Financial Group. All opinions and views are of the advertiser and does not reflect the same of NewsChannel 5 Nashville. Anthony Pellegrino ...
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