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John Napolitano on the Mistakes CPAs Make in Financial Planning

John Napolitano, chairman and CEO of U.S. Wealth Management, sat down with managing editor Tamika Cody to discuss the mistakes CPAs make when they head into the world of financial planning.

CPAs at the Intersection of Tax and Financial Planning

Lyle Benson, founder of L.K. Benson & Co. and...
January 10, 2014
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Tax Considerations for Financial Planners

Lyle Benson, founder of L.K. Benson & Co. and...
January 07, 2014
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