by candy | May 31, 2024 | Video Blogs
Do you have assets you are planning to leave to someone? Do you know how the receipt of assets or money can impact the recipient? A significant amount of dollars are poised to transfer between generations, and strategic estate planning becomes paramount. In today’s...
by candy | May 29, 2024 | Podcast
My fascinating guest today – Dave boasts over 35 years of impressive experience managing and leading organizations at national and international levels. His passion lies in developing leaders, as he deeply understands what it takes to successfully build and...
by candy | May 27, 2024 | Featured, IRS
You’ll be interested to know that the Internal Revenue Service (IRS) has recently introduced an initiative called Simple Notice, aimed at revamping its notices to make them more user-friendly for taxpayers. This initiative is part of the IRS’s broader...
by candy | May 24, 2024 | Podcast
I recently had the pleasure of chatting with Marshall Darr, co-founder and CEO of Stretch Dollar. As a former VP of Marketing and someone with over a decade of experience in the health insurance space, Marshall has an insightful perspective on the challenges small...
by candy | May 24, 2024 | Communication, Video Blogs
In the realm of email marketing, where competition for attention is fierce, it’s crucial to employ effective strategies that not only comply with regulations but also resonate with your audience. Here are nine key tips to elevate your email marketing efforts:...
