Next Week We Are Taking a Break!

“Renewal is the principle—and the process—that empowers us to move on an upward spiral of growth and change, of continuous improvement.”  This powerful quote from Dr. Stephen R. Covey speaks volumes: everyone needs to take a break. We are too at Knowledge bureau Report – we’ll be back with breaking tax, investment and practice management news for professionals and their clients on August 2.  In the meantime, if you’re itching for some great educational reading, check out these great learning options from our CE Savvy Micro Course Collections.

Know Your Business Client Better!

Start new conversations with:

• Finding Financial Freedom
• Starting Your Business
• Building Your Business
• Understanding Tax
• Compensation Planning
• Investments: Diversify Your Risk
• Succession Planning

Drill Down Further on Special Skills to Excel and embrace new opportunities:

• Know Your Client
• Investor Profiles
• Asset Management
• Retirement Planning
• Tax Planning
• Wealth Planning
• Planning for Life’s Transitions
• Multi-Generational Wealth Planning