Carey (Mac) Hanna Interviewed on Influential Entrepreneurs Podcast About Making Wise Decisions on Retirement Planning

Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy During the interview, Mac discusses how he develops a personal relationship with his clients. Preparing for retirement should begin many years before retirement age and involves more than merely filling in the blanks on a form. Working with a qualified financial professional will give you a suitable strategy for your specific situation.” Hanna explained that “I am very excited to be bringing this education to people preparing for their retirement since this is such a vital…

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Randy Crabtree, Co-Founder and Partner of Tri-Merit Specialty Tax Professionals, Interviewed on Podcast About Helping CPAs Benefit from Tax Credits and Incentives

Randy Crabtree discusses how Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit and tax planning strategies such as cost segregation. Tri-Merit turns a complex process into a refreshingly straightforward experience that requires minimal time and effort from CPAs and their clients.     Crabtree commented,…

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