Read Dan Flanagan's New SumNEWS article on Improving Referrals

SUMNews 5-19


Canby Financial Advisors Partner Daniel FlanaganCPA/PFS, CFP®, AEP®, has authored an article in the May 2019 edition of SumNEWS, a publication of the Massachusetts Society of Certified Public Accountants.   

In the article, Proactive Matchmaking: A Better Referral Approach,  Dan provides a case study of how his client's desire to exercise stock options in a tax-efficient manner became an opportunity for him to introduce her to a qualified CPA who could work collaboratively with them to address this challenge. 

Click here to view the article online.