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Tag: Certified Financial Planner ()

037: Sterling Shea – Barron’s Global Head of Wealth Management Discusses Industry Trends - Part Two

Sterling Shea, Global Head of Wealth Management for Barron’s and Dow Jones, continues his discussion with Patti regarding the industry trends he is seeing.

Posted 02/14/2020 03:00 AM

010: New Tax Law Changes That Will Benefit You When Filing Your Corporate Return

Patti strategizes with one of the Philadelphia area top CPAs, Bruce Boylston of Rothman, Boylston LLC.

Posted 03/29/2019 03:00 AM

009: New Tax Laws for 2019 - Money Making Tips for Individuals

Patti and Bruce break down the complexities of the New Tax Law into easily comprehensible tips and strategies – just in time for the filing deadline!

Posted 03/15/2019 03:00 AM