By Jason Zanderson, Director of Specialty Tax  Discovering and leveraging untapped tax opportunities can be a game changer for businesses and individuals seeking to optimize their financial strategies and fuel growth. Many businesses and individuals aren’t taking advantage of proactive tax strategies, including credits, incentives and other benefits. This often happens because of the complicated […]

By Mark Harris, Vice President of Strategy As advisors, we spend a lot of time thinking about and perfecting our story. The story of how we started our firm, how we found our passion in the industry, how we help clients and more. This should be familiar to us as advisors. If it’s not, I […]