Small business tax deductions you need to know Investment News – (February 2021)

What advisers need to know about the new employee retention credit Investment News – (February 2021)

How technology can help advisers talk to clients about PPP loans Investment News – (February 2021)

Roth Conversions Remain Timely Ahead Of Likely Tax Increases FA Mag – (February 2021)

Fintech Luminaries – Meet Andrew Altfest of FP Alpha Digital Wealth News – (February 2021)

Next-Gen Redefines Retirement FA Mag – (January 2021)