Happy Holidays from Poe Group Advisors

Happy Holidays from Poe Group Advisors

Wishing you all the Joy of this Holiday Season! Click here for Video Best wishes for a Happy New Year filled with health, happiness and spectacular success! Brannon, Carol, Stephanie, Darryl & Sarah www.PoeGroupAdvisors.com We Wish You a Merry Christmas by Twin Musicom is licensed under a Creative Commons Attribution license (https://creativecommons.org/licenses/by/4.0/) Artist: http://www.twinmusicom.org/

succession planning for accountants

Succession Planning – The Accountant’s Estate Letter

In the past few months, we’ve gotten several requests from CPA’s for a simple letter to leave instructions to their estate executor if the need should arise to rapidly facilitate an accounting practice sale. I’m happy to say that we have prepared this letter and are happy to send free of charge. Simply go to […]