Five Conversations to Have with your CPA Today to save time, money and headaches tomorrow.

1. Tax projections and planning

Plan ahead and guard against uncertainty and rising tax rates.

2. Bill payment and bookkeeping

Keep track of your cash flow with greater accuracy and less effort.

3. Property and casualty insurance

Protect your assets from the unexpected.

4. Life and disability insurance

Make your own decisions about critical issues.

5. Investment allocation

Balance your portfolio so it can sustainably support your goals.

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