Setting Financial and Practice Goals During COVID-19

16 questions to consider.

By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice

The accounting business was changing even before the onset of the COVID-19 crisis.

MORE: 4 Components of a High-Net-Worth Practice | Life Insurance as Part of Wealth Management | Mistresses, Mister-esses and Accountants | The Coming Boom in Tax Services for the Super-Rich
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Three of the factors that are possibly impinging on your ability to be as successful as you want include:

Posted on September 7, 2020

Anthony Glomski and Russ Alan Prince

About the Author

Anthony Glomski and Russ Alan Prince are the co-authors of the forthcoming "Your $5 Million High-Net-Worth Practice: Guidelines for Sourcing and Working With the Wealthy During the Covid-19 Crisis and Beyond," to be published by CPA Trendlines.

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Anthony Glomski is the founder of AG Asset Advisory, an internationally recognized SEC-registered Family Office. His team works extensively with entrepreneurs to optimize their financial world. This collaborative process addresses an array of family, financial and lifestyle concerns along with coordination and oversight of various professionals to keep everyone focused tightly on their goals.

Anthony began his career at KPMG and has been featured in Forbes, US News, and several other media outlets.

For additional resources and tools mentioned in CPA Trendlines, please check out https://www.agassetadvisory.com/cpa-resources.

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Russ Alan Prince is one of the foremost authorities in the private wealth industry and co-author of Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs.

He regularly consults with the Super Rich, family offices, and select professionals. Prince is Executive Director of the Family Office Association Institute and has authored or co-authored more than 60 books, including The High-Functioning Single-Family Office: A Primer for Family Members and Senior Management and Maximizing Your Single-Family Office: Leveraging The Power Of Outsourcing And Stress Testing which is available here exclusively for CPA Trendlines readers: https://www.agassetadvisory.com/cpa-resources.

The information, data, and opinions contained herein do not constitute investment, legal, or tax advice. The authors are not attorneys and are not engaged in rendering professional service or advice. Please consult your professionals for advice in specific situations. The authors may not be held liable in any way for any interpretation or use of the information in this publication

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