Bob Veres Inside Information: Jan. 2021
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Bob Veres Inside Information: Jan. 2021

16 days ago · 1.4 MB Download



In this issue of Bob's Inside Information, he will explore special topics of interest to your firm for the new year. To start with, expert Matthew Jackson maps out his thoughts on how the planning profession will evolve and how this will include a new, deeper service model for clients. Bob also expresses his thoughts on the importance of belonging to a professional association, with a special recommendation for the AICPA PFP Section. To wrap things up, Bob closes with

Download the Inside Information – January 2021

File name: insideinfo-january-2021.pdf

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