EA®
Tip of the Month | December 2023
Tip of the Month | December 2023 Overview of Financial Certifications Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® You may have noticed each Shakespeare advisor has at least one certification…
Read MoreState of the Accounting Industry
State of the Accounting Industry Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® With the 2021 extended tax deadline in the rearview mirror, we have about a two month break…
Read MoreRebalancing and Tax Efficient Investing
Rebalancing and Tax Efficient Investing Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As tax time approaches, thoughts often shift to what can be done to reduce this coming…
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