Joe Abesamis, CPA, explica como comprender las diferencias entre estas dos áreas de practica es una parte necesaria para garantizar que se aborden la necesidades financieras de sus clientes.
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Joe Abesamis, CPA
Joe Abesamis is a redemptive CPA who exists to redefine the customer’s tax experience through building relationships based on empathy and trust. In 2021, he founded Bespoke Tax Solutions, PC, to provide peace of mind to customers as it relates to their business and personal income taxes. Find Joe on Twitter @jbacpa22 or on LinkedIn at https://www.linkedin.com/in/joeabesamis.
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Key differences between a financial advisor and a tax advisor
Understanding the differences between these two areas of practice is a necessary part of ensuring your clients’ financial needs are addressed. Joe Abesamis, CPA, explains.
Foundation and intentionality in the age of COVID-19
As you plan your return to your office instead of continuing to work remotely, get a list of best practices and observations about the workplace. Joe Abesamis, CPA, offers guidance and advice.