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Wednesday, July 3, 2024
Intuit for Retirement
Your Business Needs an Exit Strategy. Here are 4 Things to Consider
Creating a succession plan can be confusing, complex, and emotional as you consider leaving behind the business you’ve worked hard to create. Nonetheless, creating a succession plan or exit strategy is vital for you, your team, and your clients.
Infographic
PREMIER PARTNER
Wednesday, March 6, 2024
SafeSend
The State of Mental Health in Tax & Accounting
Welcome to a deep dive into the mental health landscape within the tax and accounting profession. In this infographic, we uncover the pressing challenges, alarming statistics, and essential resources shaping mental wellness for professionals in the field.
Infographic
Friday, June 23, 2023
CAF America
The CAF American Donor Fund: A Brief Overview
The CAF American Donor Fund is a dual registered donor advised fund that allows clients to make donations to charities worldwide and receive tax relief in the US and UK. Download this free guide to learn more.
Infographic
Tuesday, August 30, 2022
Ubiquity Retirement
What's a Safe Harbor 401(k) Plan?
Safe Harbor is a way of structuring a 401(k) plan that allows small business owners to maximize retirement contributions while sailing safely through annual compliance tests given by the IRS. Download this free infographic to learn more.
Infographic
PREMIER PARTNER
Tuesday, March 29, 2022
SafeSend
