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As a business owner, having access to the Citrin Cooperman Passport will allow you to be ready for all phases of your business. It is there to empower you and offer you practical advice to make smart decisions when faced with the constant challenges of being a business owner. With your Citrin Cooperman Passport in hand, you’ll be able to go anywhere, anytime. So pack your bags and let’s get started.


Not Your Typical New Year’s Resolution

Around this time, New Year’s resolutions are top of mind for many; and those goals are usually related to exercise, diet, and job performance and/or advancement. Professional advisors, on the other hand, spend a significant amount of time with their clients near the end of the year, making sure estate plans are implemented, assets are allocated, annual gifting is made, and any tax benefits are utilized.    READ THE FULL ARTICLE