Resources

// Blog
2021 Child Tax Credit Updates and How They May Impact You June 18, 2021
What Is a vCIO? June 18, 2021
Xperience 2021 Recap: Great questions, Insightful Sessions, Engaging Panels and More! June 18, 2021
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// Webinars
ESG Investing: Raising Portfolio Sustainability Performance Without Sacrificing Financial Performance July 20, 2021 at 11:30 am
Government Education Summer Session #3 July 19, 2021 at 10:00 am
Government Education Summer Session #2 July 14, 2021 at 09:00 am
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// Inflation and an Economic Outlook with Derek Hoyt and David Peyton
Inflation and an Economic Outlook with Derek Hoyt and David Peyton June 16, 2021
Jarrett Smith on University Differentiation and Catching the Interest of the Ideal Student June 10, 2021
Paul Gutterman Discusses Recruiting Students for Graduate Programs May 27, 2021
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// Guides
The Five Gaps and Five Solutions in Financial Planning for Leaders in Higher Education March 29, 2021
Should I Consider Refinancing My Mortgage? March 18, 2021
Should I contribute to my Roth IRA vs. my traditional IRA? March 18, 2021
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// Videos
Understanding the ERC Credit April 01, 2021
Retail: The Impact of Ecommerce on Sales Tax Compliance December 03, 2020
What Does a Fraudster Look Like? November 11, 2020
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