From opportunity zones and international tax strategies to retirement investing and student credit cards, our clients shared their insights with millions of Americans in the national media this month. In a widely read guest column, HCVT’s Blake Christian and Abi Yanke counseled Accounting Today readers about steps that investors and opportunity fund managers should be taking before year-end. They

Rick Telberg (@CPA_Trendlines) and I did a quick show of hands at last week’s @Accounting Show in New York. To begin our presentation, we asked audience members if they thought we were heading into a recession. More than half the hands shot up immediately and a few more were raised tentatively. That aligned with our

Thanks to our friends at the Long Beach Business Journal for including me in their Economic Forecast 2019 special section. The gist of my comments to business owners, based on findings from our annual Wealth Advisor Confidence Survey conducted in conjunction with The Financial Awareness Foundation, was that “The easy money has been made. Now