Communication Concentration Profit and Loss Tax Planning 
CFO News Room
DECEMBER 26, 2022
He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. in client meetings ) and written communication (e.g.,
CFO News Room
NOVEMBER 22, 2022
Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. ” It’s constant communication through the year. Author: Michael Kitces. Team Kitces. Here you go. You’re good for next year.”
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