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Author and creator of the What if …Workbook develops Get it Started Tutorial

Gwen W. Morgan
Gwen W. Morgan

Good intentions are not enough when it comes to end-of-life planning. Crucial choices may be overlooked and legacies lost.

That is why Gwen W. Morgan, Scituate, MA-based author and creator of the What if … Workbook developed the What if … Workbook “Get it Started” Tutorial. The “Get it Started” Tutorial set is an online self-directed audio/video series designed to assist the owner of the What if … Workbook in actually getting it filled out! After purchasing the tutorial, the reader receives a link to where they may access and view the What if … Workbook “Get it Started” Tutorial.

The What if … Workbook is a comprehensive, easy to use guide for end-of-life planning. By filling out the Workbook you are providing your loved ones the necessary information they need should anything happen to you. The Workbook is 67 pages long, with generous spacing to write all pertinent information.

Morgan didn’t write the “What if … Workbook” for families to passively read it.  She wrote the book so that families could take ACTION and express their wishes and be fully prepared.

“Given my own personal experience with the passing of loved ones, I am passionate about having the conversations and steps to be prepared for end-of-life,” noted Morgan. She added, “In workshops and conversations with users of the Workbook, I found that all too often the reader had good intentions but many never followed through to complete the workbook and document the critical wishes of their family member. This new tutorial adds the nudge and knowledge to help complete the task.”

From the pragmatic (finances and estate matters) to often forgotten details (where does Fluffy go) to end of life issues (burial vs. cremation, service preference, special gifts) to your legacy (how do you want to be remembered), the What if … Workbook is a tool for starting and sustaining the conversation for a family before it is too late.

Gwen Morgan has personally experienced the positive and negative of good or bad planning.  In addition to her Workbook, Gwen regularly provides workshops to facilitate conversations and subsequent planning.

The What if … Workbook hard copy is $24.95, eBook is $19.95 and the “Get it Started” Tutorial is $39.95.

For information about Gwen and the book, please visit http://www.WhatIfWorkbook.com

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Marshfield CPA and Resident Judges Bentley Bowl

Bentley University alumnus John Topham, CPA, founding partner of Damon, Topham & Company, tax specialists and 2011 FIVE STAR Wealth Managers based in Marshfield, MA, had the honor of judging this year’s Bentley Business Bowl (BBB).

The BBB is a campus-wide, business case competition held annually at Bentley University. Topham served as one of a dozen judges on the panel. Graduate and undergraduate students were divided into Junior/Senior and Freshman/Sophomore divisions and given a case study on Best Buy. They were required to review the business problems in the case, conduct research and develop their plan of action to solve the problem. The teams then formally presented their case to the judges. Monetary awards were presented to teams in first, second and third place.

According to Topham, “The Business Bowl helps to prepare students for the real business world. They are presented with complex business challenges and must determine how to solve these challenges. Not only do they develop a plan of action but they must execute it. They must show how they will successfully attain their objectives.”

Topham is a Marshfield resident.

About Damon, Topham & Company

Damon, Topham & Company, LLC, are Certified Public Accountants and Business Development Advisors. Damon, Topham & Company has been named a 2011 FIVE STAR Wealth Manager and is part of that elite group which represents less than 3 percent of the wealth managers in the Boston area.

Utilize the “Damon, Topham Advantage”- go beyond the traditional services of auditing, accounting and taxation. Damon, Topham & Company provides business valuation, estate, individual and corporate tax planning and savings, financial planning, consulting and financing solutions. A full service multi-disciplined firm, Damon, Topham & Company has been serving the South Shore for over 20 years. Damon, Topham & Company, LLC, is located just off Route 139, 475 School St., Suite 8, Marshfield, MA. For more information, please visit the company’s website at www.damtopcpa.com.

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Mark J. Diodati, CPA Joins Damon, Topham & Company of Marshfield

Damon, Topham & Company, LLC of Marshfield, a full service multi-disciplined firm of Certified Public Accountants, providing accounting, taxation, business development and financial services, has recently appointed Mark James Diodati, CPA as Senior Accountant.

In his new role as Senior Accountant, Mr. Diodati will prepare individual and corporate tax returns and non-profit informational returns. He will also perform compilations, reviews and audits; respond to tax notices and offer general tax, financial, and accounting advice.

Previous to joining Damon, Topham & Company, Mr. Diodati held a position at a local firm as a Senior Accountant. Previous to that, he held a position of staff accountant at another local firm.

Mr. Diodati is a graduate of Thayer Academy High School in Braintree. He holds a Bachelor of Science in Accounting and Finance as well as a Master of Science in Accounting from Northeastern University in Boston. He is a Massachusetts Certified Public Accountant and a member of the MSCPA.

He is a native and resident of Weymouth.

About Damon, Topham & Company

Damon, Topham & Company, LLC, Certified Public Accountants and Business Development Advisor, has twice been named as one of the Boston Business Journal’s “Top 50 Accounting Firms.”

Utilize the “Damon, Topham Advantage” – go beyond the traditional services of auditing, accounting and taxation.  Damon, Topham & Company provides business valuation, estate, individual and corporate tax planning and savings, financial planning, consulting and financing solutions for you, your business and your family.  A full service multi-disciplined firm, Damon, Topham & Company has been serving the South Shore for over 20 years.

Damon, Topham & Company, LLC offices are located at 475 School Street, Suite 8 in Marshfield and at 21 Custom House Street, Suite 910 in Boston.

For more information contact (781) 837-1993 or visit the company’s website at www.damtopcpa.com.

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