Insightful. Independent. Innovative.
Hans had the privilege of speaking to the USC Christian Medical and Dental Association (CMDA) for the third time. His talk was entitled, "Broke." He shared ways that will prevent the medical students from going broke once they are in residency and post-schooling.
We had the opportunity of attending a seminar by Russ Crosson, Executive Vice Chairman of Ronald Blue Trust. Russ shared some great tips on how to have family conferences with clients, and provided some great resources.
This month's First Friday Networking at Noon event featured a talk on year-end tax and gift planning for individuals and businesses. Lisa Nason, CPA educated us on some strategies and options to consider before the end of the year. We do not endorse any specific firm or individual. Disclaimer Any tax advice contained in the […]
