Press Clippings

5th Annual Financial Planning Awards

In its magazine CPA Wealth Provider, the organization WebCPA recognized the excellence of by giving the site one of its annual financial planning awards. The honor was given specifically for Pro, our innovative membership for advisors with clients who have stock grants (read more about MSO Pro). The publication's awards celebrate "firms or companies that have taken the lead through innovation, efficiency, initiative, or growth in the financial planning area." See our writeup in the awards announcement.
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