I'm thrilled about this Forbes coverage of how CPA Financial Planners are transforming the #wealthmanagement industry.
Meet The Rebel Financial Advisor Helping Investors Save On Taxes via @forbes https://t.co/prdUPyZkxE
@chadbullock Love this! I tried to PM you to request a copy but your messages are closed. I have a 3 & 1 year old boy. Would love to mirror the same. Any chance you can share?
What Tax Reform Means for Advisors & Clients—Changes are sweeping for 2018 & beyond, as most tax filers are in a new tax bracket & a new tax rate structure https://t.co/sgpB1GAjOr @MarkAstrinos@TheWashUpdate @HDVest @squarmilner_cpa
Very excited to be a part of this cover story at Investment Advisor Magazine sharing my thoughts on the latest tax reform and what it means to my clients. https://t.co/kvorrfbOVs via @ThinkAdvisor
Fun show today with Sameer Samana of @WFAdvisors chatting technical analysis and @MarkAstrinos discussing the latest Personal Financial Satisfaction Index from @AICPA and much more. Don't miss it!
"You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete" - Buckminister Fuller
CalCPA members Michael Eisenberg (@syossetboy) and Mark Astrinos (@MarkAstrinos) quoted in this Wall Street Journal piece: Who’s the Center of Attention at #Holiday Parties? Your #Tax#Accountant
https://t.co/Hgo4tFu3Fg
Sharing my thoughts on the Washington Post: "Tax planning is not a singular event. It’s constantly evolving as a result of tax law, financial markets, and changes to your personal situation"
https://t.co/dMFBRY24R9
Great article from Santa Clara University (my alma matter) professor about the behavioral finance challenges of shifting from saving to spending. https://t.co/JwYA5x4pq2