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Trends CPA Financial Planners Should Be Paying Attention To

John Napolitano, chairman and CEO of U.S. Wealth Management, sat down with managing editor Tamika Cody to discuss which market trends CPA financial planners should be paying attention to, and the mistakes that firms make when they venture into financial planning.

Gettry Marcus's Open Office Layout

Gettry Marcus managing partner Steve Marcus and...
July 03, 2014
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Steps to Entrepreneurship

Brian Amann, CEO and founder of TaxOps, shares...
June 26, 2014
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