In my training workshops we call this "Canada to Mexico". This idea is for you if you find that you are getting lost in a sea of tax returns, every interruption means you have to
"Please send me a copy of your current guidelines for tax return analysis."<long pause>That is the typical response when, preparing for an onsite training on tax return analysis, I ask for written guidelines.Written Guidelines are
What a hoot! Kimberly Meyer with my office was just working with one of the lenders from a continuing client of ours. Cashmere Valley Bank has been sending lenders to our open-enrollment Tax Return Analysis
Would you like to have the seven simple secrets that turn ordinary banks into top-performing banks? These secrets lie within the answers to one profound question Roxanne Emmerich asked 100 CEOs of top-performing banks: "What
Continuing the report from the Money WI$E Women Conference in February, Number Four in our 'short list' of influences on our kids sense of money is what they learn, and don't learn, at school. I don't
The third major influence on how kids learn about money that we came up with at the conference on MoneyWI$E Women was the media. We threw into that bucket TV, Internet, Video games and Computer
At the session on educating kids about money at the MONEYWI$E Women Conference, the second pick for how kids learn about money was their friends and peers. Strategy 1: When kids are younger, engage them
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