by Stephen Morris, CPA, MBT, CCIM | Mar 3, 2023 | Uncategorized
I read an interesting report, linked below, yesterday which talked about the migration patterns of millionaires from the USA (which sounds like birds were being studied). The short of it is that there’s been a net out migration of millionaires in the US (that is, the...
by Stephen Morris, CPA, MBT, CCIM | Feb 13, 2023 | Uncategorized
Very often, I’ll get calls or emails from prospective clients asking me how to construct the perfect tax planning strategy to meet their needs. Usually, they start off the call with a very excited introduction into their business plan but then the conversation quickly...
