Welcome to the Member Thought Leadership blog where ProVisors Members contribute insightful articles, podcasts and webinars that provide relevant information to our ProVisors Community.
Latest Posts
Understanding the CSS Profile: Key Differences from FAFSA for College Financial Aid | EP 35
One of the most important things to know when understanding college affordability is that not all financial aid formulas work…
Going into this project, I expected to write a story about loss.
When you’ve spent fifteen, twenty, or thirty years…
It has become common practice for humans to manage a heart condition with blood thinners for the rest of their…
Wednesday Reading List: Concentrated Stock Strategies and Retirement Tax Planning
This Week’s Takeaways:
Self-insuring for long-term care works best when you designate and invest a specific pool of assets to…
Some homes stop you the moment you walk through the door. The latest featured property in Melissa Tucci’s American Dream…
Receiving a CDTFA sales tax audit notice introduces a process that requires organization, clarity, and a strong understanding of your…
Imagine a client walking into your office with a $500,000 tax bill and a trial date ninety days away. His…
Every advertising dollar matters. Your company worked hard to earn that money and when it comes to advertising, you want…
By Graham Norris
No. Refusing a breath test in Texas does not automatically mean you will be convicted of DWI.…
Assault vs. Domestic Violence in Texas: What Family Violence Charges Actually Mean
By Graham Norris
When police respond to a domestic dispute in Fort Worth, the paperwork they generate doesn’t use the…
By: Pearl Walia For Applied Behavior Analysis (ABA) providers–those who offer research-based behavioral therapy–receiving notice of a payer audit or…
🎯 Episode Summary
More leads and more customers do not always create more profit. Sometimes the clients taking the most…