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Financial Advisory Practice Aids

Look here for information, software and survey data to supplement a financial planning practice. Clients frequently turn to their accountants for help with retirement planning, budgeting, investing and meeting their savings goals.

Ice Bucket Challenge Raises Milestone for Charitable Planning

One of the big trends this summer has been the ALS Association’s remarkable success with its “ice bucket challenge,” but the very success of the campaign could pose a challenge of its own to the ALS Association and other charities. Read more »



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