The public health situation has caused many professionals to restrict client meetings. We have received inquiries from some members looking for information about how collaborative colleagues might be available for client activities via online services and/or conference calls. In addition, there may be situations where clients seek referrals to other practitioners. The first step is to collect information from you as to how you may be available to your colleagues for cases, collaborative or otherwise. We have a form that you can complete that will […]
Info for Members
The Tax Seminar will be held on Thursday, September 24, 2020. Planning is underway for the event and watch for updates in the coming weeks.