The content in Don’s blogs is derived from a wealth of experience in the realms of accounting, finance, investing, and tax. He has used this experience in ensuring conformity for Advicent's products with tax legislation on a Federal and State basis. Don earned his CPA license in 2007 and became a CFA charter holder in 2013.
Financial planning software has a long-running history that is as extensive as any industry. However, few are aware of the significant impact that international innovations have had on this history and the effects that will be felt in the coming years.