Media Mentions

Case study: Cross-border planning for an Australia-bound expatriate couple	TheTaxAdviser.com
No income tax, but not tax-free: what Texas retirees pay	TheStreet.com
Texas retirees: No income tax, but property taxes loom	MSN.com
Houston experts weigh in on bitcoin's price nearing $100K	Houston Chronicle
I’m a Financial Advisor: 7 Ways To Get Rich in Your Later Years	GOBankingRates.com
Beating the Taxman: Effective Strategies for Paying off Your Tax Bill	MyMoneyChronicles.com
Want to Quit Your Job? 17 Travel Bloggers Share Their Stories	MSN.com
Financial Advisors’ Cautious Approach to Crypto	ETF.com
Self-Employed See Massive Benefits vs. Employees — 2 Creative Low-Risk Solutions	Medium.com
The Ultimate Cryptocurrency Tax and Financial Planning Guide	MSN.com
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}	AICPA.org
Blockchain, DAOs, Web 3.0 and other “Star Wars stuff” with crypto financial advisor Ryan Firth	SaraGrillo.com
What Advisors Need to Know About Crypto Taxation	CoinDesk.com
Seven Tips to Avoid Crypto Scams	Wealthtender.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 BlockFi	Wealthtender.com
Cryptocurrency platform Wormhole restores funds after suffering $320 million hack	CBSnews.com
What 2022 may have in store for the cryptocurrency investor	CBSnews.com
3 Wealth Advsiors' Opinions About Crypto In Your Family Plan	Blockchain.com
The latest on virtual currency as you head into tax season	AICPA.org
Choosing a billing method for financial planning	JournalofAccountancy.com
Helping clients with marriage or divorce during COVID	AICPA.org
Six tax planning strategies for low-cost-basis cryptocurrency	TheTaxAdviser.com
Meet the Financial Advisors Who Don't Always Follow Their Own Advice	Money.com
What are some misconceptions about fee models and how would you debunk them?	FinancialPlanningAssociation.org
What You Need to Know About Rolling Over a 401(k) Account	RebateMyIRA.com
Here's how to finally start investing in 2020	CNBC.com
Hard Forks and Airdrops: IRS Issues New Guidance on Virtual Currency Taxation	ProQuest.com
Blockchain and cryptocurrencies: what you need to know	AICPA.org
IRS Revenue Ruling 2019-24: Hard Forks, Airdrops and Other Topics Related to the Taxation of Virtual Currency	TX.CPA/Houston
Cryptocurrency rising in value as economy prepares for rebound	ABC13.com
When Your Spouse's 401(k) is the Better Plan	TheSimpleDollar.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 Practices	FinancialPlanningAssociation.org
Good Financial Reads: Keeping Up With Crypto	XYPlanningNetwork.com
4 Ways Coverdell ESAs Differ from 529 Plans	USnews.com
7 Financial Adviser Predictions	InvestmentNews.com
Cryptocurrencies: What Every Tax Practitioner and Financial Planner Should Know	TX.CPA/Houston
The best way to cut your stock market losses	CNN.com
4 Ways Coverdell Educational Savings Accounts Differ From 529 Plans	Yahoo.com
Married Couples: Is it Better to File Taxes Jointly or Separately	View.Ceros.com

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Media Mentions