Mary Jo Wiedey
Roundtable discussion by Partners and Principals of The Accountancy, a full-service CPA firm in Glendale, CA, who believe that today’s FAT (Financial, Accounting & Tax) challenges must be addressed in a working model of collaboration to include, as a minimum, your CPA, Financial Advisor, Estate Planner, and others.
Small Business owners and managers
Those who attend this presentation will learn state-of-the-art trends from real-life client stories that illustrate the value of collaborative advice.
The speakers will also be happy to answer questions and ample time has been left for that purpose.
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