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In the News

South Florida’s largest roofing company becomes employee owned
In the News
June 19, 2019
9 myths about Section 125 plans
  • Zack Pace – EBN…
June 19, 2019
9 myths about Section 125 plans
    In the News
    June 18, 2019
    How Advisors Can Recommend a Life Insurance Policy in Their Client’s Best Interest
    • Marc Minker- CNBC…
    June 18, 2019
    How Advisors Can Recommend a Life Insurance Policy in Their Client’s Best Interest
      In the News
      June 17, 2019
      Wealthy Clients Leaving High-Tax States May Face Strict Residency Audits
      • Geoff Christian- FA Mag…
      June 17, 2019
      Wealthy Clients Leaving High-Tax States May Face Strict Residency Audits
        In the News
        June 10, 2019
        Tax Pros Report ‘Record-Setting’ Number of Extensions
        • Features Bill Smith
        • Accounting Today
        June 10, 2019
        Tax Pros Report ‘Record-Setting’ Number of Extensions
          In the News
          June 06, 2019
          Why Arizona’s Middle Class Will See Lower State Tax Bills for 2019
          • Cord Armstrong – AZ Central…
          June 06, 2019
          Why Arizona’s Middle Class Will See Lower State Tax Bills for 2019
            In the News
            May 31, 2019
            IRS Releases New W-4 Draft, Here’s What It Looks Like
            • Features Bill Smith
            • Fox Business
            May 31, 2019
            IRS Releases New W-4 Draft, Here’s What It Looks Like
              In the News
              May 30, 2019
              NBA Stars Steph Curry, Chris Paul Among Top Players Facing Stiff Tax Liabilities
              • Joel Kramer – Fox Business…
              May 30, 2019
              NBA Stars Steph Curry, Chris Paul Among Top Players Facing Stiff Tax Liabilities
                In the News
                May 26, 2019
                Stepping Out of the Risk Management Comfort Zone
                • Seth Goldblum – Financial Management…
                May 26, 2019
                Stepping Out of the Risk Management Comfort Zone
                  In the News
                  May 20, 2019
                  Will the IRS Tax Robert F. Smith’s Gift to Morehouse Grads?
                  • Features Bill Smith
                  • Fox Business
                  May 20, 2019
                  Will the IRS Tax Robert F. Smith’s Gift to Morehouse Grads?
                    In the News
                    May 19, 2019
                    This Is Why You Need Kidnapping Insurance For Travel
                    • Damian Caracciolo – Forbes…
                    May 19, 2019
                    This Is Why You Need Kidnapping Insurance For Travel
                      In the News
                      May 15, 2019
                      New York, California get ‘Aggressive’ When Residents Try to Flee High Taxes
                      • Marc Minker – Fox Business…
                      May 15, 2019
                      New York, California get ‘Aggressive’ When Residents Try to Flee High Taxes
                        In the News
                        May 14, 2019
                        NBA Players, Pro Athletes Face Mounting Tax Bills
                        • Marc Minker – Fox Business…
                        May 14, 2019
                        NBA Players, Pro Athletes Face Mounting Tax Bills
                          In the News
                          May 07, 2019
                          Your Next Catastrophic Risk? Hint: It Has Nothing to Do With Climate Change
                          • Thai Hong – Risk & Insurance…
                          May 07, 2019
                          Your Next Catastrophic Risk? Hint: It Has Nothing to Do With Climate Change
                            In the News
                            May 06, 2019
                            How Advisors Can Avoid a Repeat of 2019’s Tax Hit Surprises
                            • David Levi – FA Mag…
                            May 06, 2019
                            How Advisors Can Avoid a Repeat of 2019’s Tax Hit Surprises
                              In the News
                              May 02, 2019
                              5 Common Tax-Filing Mistakes to Avoid Next Year
                              • Joanna Powell – U.S. News & World Report…
                              May 02, 2019
                              5 Common Tax-Filing Mistakes to Avoid Next Year