by Jamie E O'Kane, CPA | Nov 6, 2017 | Uncategorized
The dollar amount of death benefit payouts that seniors 65 and older forfeit annually through lapsed or surrendered life insurance policies is more than the net worth of either Mark Zuckerberg (Facebook) or Jeff Bezos (Amazon) – $112 billion! That’s $112 billion worth...
by Jamie E O'Kane, CPA | Sep 15, 2017 | Uncategorized
Top 5 Local Coffee Shops I love coffee as much as I love tax planning and the counting of beans. I spend a great deal of my time out and about networking with referral partners, meeting new people and catching up with clients. Most of the time we are conversing over a...
