CPAs

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman – Go Health Pro

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#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman – Go Health Pro

Welcome everyone! Welcome to the 421st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Daniel Friedman. Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. What’s unique about Daniel, though, is how … Read more

How Technology and Data Security impact Professional Liability for CPAs – Go Health Pro

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How Technology and Data Security impact Professional Liability for CPAs – Go Health Pro

What Is the Impact of Technology on Professional Liability for CPAs? Technology has profoundly impacted the professional liability landscape for Certified Public Accountants (CPAs). With the advent of advanced accounting software, cloud computing, and artificial intelligence, CPAs can perform their tasks more efficiently and accurately. However, these technological advancements also bring new risks and liabilities, … Read more

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