2020 Year In Review with Jason Pereira Fintech Impact – (December 2020)

Biden’s ‘Magic Number’ For Tax Increases Should Drive Strategy Now FA Mag – (December 2020)

Tax strategies for charitable giving in 2020 Video – Investment News – (December 2020) Bill Vasil, a tax partner at CPA firm ARM, talks about tax strategies related to charitable donations this year, including a couple of changes that were part of the CARES Act.

Which clients could benefit from a Roth conversion? Video – Investment News – (December 2020)

The magic number in Biden’s tax proposal Video – Investment News – (November 2020)

Leveraging Tech Tools to Grow and Scale Your Practice Advisor Perspectives – (November 2020)