3 Actions to Take Before Vacation So You Can Relax While Away From the Office

Nov 10, 2021 / By Debra Taylor, CPA/PFS, JD, CDFA
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Now that it is possible to travel again—whether for business or pleasure—here is how to prepare your staff and clients for your absence. And the sample pre-trip checklist ensures all key tasks are squared away, leaving you to roam worry-free.

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