Month: January 2023 | California Broker Magazine

November 17, 2024

6 Common Mistakes Insurance Brokers Should Fix for 2023

January 1, 2023 California Broker Magazine

Take time to reflect on what you learned in 2022 BY TOM AVERY For most people, the new year is about looking forward. For insurance brokers, it’s time to breathe a sigh of relief now […]

2023 Tax Planning Fundamentals

January 1, 2023 California Broker Magazine

Tips for Brokers and Their Small Business Owner Clients By John Hassett Planning for the new year includes reviewing your tax situation so you don’t miss opportunities to save money. Given that the average American […]