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LIFT: Leveraging the Virtual Family Office

by Paul Latham | Jun 23, 2021 | A Look Into The Future

The window of opportunity is quickly closing for accountants to reposition themselves as trusted, valued, and relevant advisors to their clients. The pandemic sped up the process, and now with many clients desperately needing more consulting help than ever, accounting...

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Our Shows

  • Millennial Mind
  • Entrepreneurial CPA Show
  • A Look Into The Future
  • Masters of Innovation
  • Breaking Free of the Box
  • CPA Perspective Podcast
  • Weekly Dive
  • Leading Possibilities
  • Counter Point

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