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In the Media

Media Mentions

I’m a Financial Advisor: 7 Ways To Get Rich in Your Later Years
Beating the Taxman: Effective Strategies for Paying off Your Tax Bill
Want to Quit Your Job? 17 Travel Bloggers Share Their Stories
Financial Advisors’ Cautious Approach to Crypto
Self-Employed See Massive Benefits vs. Employees — 2 Creative Low-Risk Solutions
The Ultimate Cryptocurrency Tax and Financial Planning Guide
The Fed just raised rates by a half point. Here's what financial advisers think you should do with your money.Fortune.com
Money-Smart Gifts for College Grads
Consumer Reports
Cryptocurrency: Discover three ways to add value for your clients {PFP Section}
Blockchain, DAOs, Web 3.0 and other “Star Wars stuff” with crypto financial advisor Ryan Firth
What Advisors Need to Know About Crypto TaxationCoinDesk.com
Seven Tips to Avoid Crypto ScamsWealthtender.com
What is Cryptocurrency and Should Your Business Use It?StartupNation.com
NFT OpenSea's Venture Capital Foray, DOGE, BTC, and ETC Choppy, SEC Blocks BlockFiWealthtender.com
Cryptocurrency platform Wormhole restores funds after suffering $320 million hackCBSnews.com
What 2022 may have in store for the cryptocurrency investorCBSnew.com
3 Wealth Advsiors' Opinions About Crypto In Your Family PlanBlockchain.com
The latest on virtual currency as you head into tax season
Choosing a billing method for financial planning
Helping clients with marriage or divorce during COVIDAICPA.org
Six tax planning strategies for low-cost-basis cryptocurrencyTheTaxAdvisor.com
Meet the Financial Advisors Who Don't Always Follow Their Own AdviceMoney.com
What are some misconceptions about fee models and how would you debunk them?
What You Need to Know About Rolling Over a 401(k) AccountRebateMyIRA.com
Here's how to finally start investing in 2020CNBC.com
Hard Forks and Airdrops: IRS Issues New Guidance on Virtual Currency TaxationProQuest.com
Blockchain and cryptocurrencies: what you need to knowAICPA.org
IRS Revenue Ruling 2019-24: Hard Forks, Airdrops and Other Topics Related to the Taxation of Virtual CurrencyTX.CPA/Houston
Cryptocurrency rising in value as economy prepares for reboundABC13.com
When Your Spouse's 401(k) is the Better PlanTheSimpleDollar.com
Should Cryptoassets Be a Part of a Client's Portfolio?FinancialPlanningAssociation.org
Should I tap my retirement account for a down payment?MediaFeed.org
Cryptocurrencies: Issues and Best PracticesFinancialPlanningAssociation.org
Good Financial Reads: Keeping Up With CryptoXYPlanningNetwork.com
4 Ways Coverdell ESAs Differ from 529 PlansUSnews.com
7 Financial Adviser PredictionsInvestmentNews.com
Cryptocurrencies: What Every Tax Practitioner and Financial Planner Should KnowTX.CPA/Houston
The best way to cut your stock market lossesCNN.com
4 Ways Coverdell Educational Savings Accounts Differ From 529 PlansYahoo.com
Married Couples: Is it Better to File Taxes Jointly or SeparatelyView.Ceros.com

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