Tag: Certified Financial Planner ()
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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 05:00 AM
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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 05:00 AM
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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 05:00 AM
