LIVE WEBINAR: THURSDAY, MAY 28 AT 11AM Are you curious about…what makes a good leader in moments of crisis? How you can affect transformation and innovation in your own business within an uncertain business landscape? If so, tune in … Continue reading
Category Archives: Marketing
15 February 2019
Steps in Developing a Financial Plan
In order to create a financial plan having a substantial chance of success, the financial advisor must perform the following steps: Obtain all relevant client information necessary to become sufficiently knowledgeable about the client and his or her goals. Evaluate … Continue reading
1 May 2018
What does Tax reform mean to YOU?
Let Stu at Erock Tax show you what tax reform means to your bottom line. Now that the mad tax rush is over, we can focus on the key changes from tax reform that will have an impact directly on … Continue reading
11 January 2012
Have You Ever Heard of a Positive Tax Audit?
Don’t laugh. I’m Stuart Steinberg, CPA, MBA, a tax professional here north of Boston and I’d like to ask you a question: Do you have the nagging feeling that you could be doing more to save on income taxes, but you … Continue reading