How to Handle Your Clients’ Annuity Questions
By: Bill Fay When people ask about annuities, there are two things you can almost always count on: They are...
Five Tips for Women in Leadership Positions
By: Sandi Thorman 1. Be Confident. It is amazing how much better you perform when you are confident. Confidence, for...
Top 5 Myths About Selling a Small Business—An Owner’s Perspective
By: Jacqui Roth In business brokerage, we work with all types of businesses from just about every industry. The size,...
Financial Due Diligence: Caught in the Middle
By: Dan Chenoweth Financial managers are sometimes “caught in the middle” of a merger, acquisition, or alliance (M/A/A). Suppose your...
Delaying the Inevitable?
By: Mike Erstling North Carolina is home to the country’s best fall foliage, hiking, mountains, and dare I say it,...
It Takes a Village
By: Traci Crabtree The staff of Heroux & Company, LLP, chose to volunteer at Wake Interfaith Hospitality Network (WIHN) for...
In Touch with Technology
By: Tonya Marshall I’ll admit I’m not usually up on the latest technology. I don’t have a smart phone and...
Excercise Some Balance
By: Tim Hooks I’m sure once upon a time, a high school buddy of mine or two probably called me...
Hanging with the Horses
By: Becca Smith September 20th was CPA Day of Service, sponsored by NCACPA. All CPAs in North Carolina were encouraged...
New Clarity Standards &Yellow Book Requirements
By: Bruce Kingshill Summary of New Clarity Standards & Yellow Book Independence Requirements What effect do the 2011 Yellow Book...
