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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.

FATCA Delays and Dilemmas

Mary Kopczynski, CEO of 8of9 Consulting,...
October 18, 2013
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Sage Listens Tour, Part 5

Jennifer Warawa of Sage North America and Jody...
October 17, 2013
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