Tax and Crypto (National Webinar)
Cryptocurrencies are dominating headlines, yet financial professionals and their clients often lack an understanding of the impact of crypto—particularly with tax planning. This article provides a valuable introduction to the crypto world, including terminology and current laws and guidance. … Continue reading
Understanding Premium Finance Webinar (National Webinar)
Join Jim Magner as he explains how premium financing can be used to finance large premium cases. Jim’s presentation will help you understand key terminology used in the space and give you an overview of how premium finance is being … Continue reading
Join us April 12th for Lunch with Jeff Crilley
Check out the Crilley Promo here Jeff Crilley retired from TV news after 25 years in the business to start the country’s first “all journalist” PR firm. During his career he made hundreds of national news appearances including CNN, CNN … Continue reading
Did you miss the EOS Traction Lunch Meeting on 2/8/2022?
Look for the recording of the presentation on the Past Events tab (coming soon). Find the book here Traction: Get a Grip on Your Business: Wickman, Gino: 9781936661848: Amazon.com: Books Asking yourself what is EOS? What the Heck Is EOS?: … Continue reading