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Choosing a Broker-Dealer

John Napolitano, chairman and CEO of U.S. Wealth Management, discusses finding a new broker-dealer to work with your firm and its clients, in an interview with managing editor Tamika Cody at Accounting Today's Growth & Profitability Summit in Orlando.

Changing Strategies for Growth

Gale Crosley of Crosley + Company talks about the...
March 25, 2014
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Lessons in M&A: A Merger Roadmap

Transition Advisors president Joel Sinkin...
March 21, 2014
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Lessons in M&A: The Four Cs of Successful Mergers

Transition Advisors president Joel Sinkin...
March 14, 2014
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Executive Summary of Accounting Today's 2014 Top 100 Firms and Regional Leaders Report

Some key trends spotted in Accounting Today's...
March 10, 2014
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The Building Blocks of a Successful Financial Planning Practice

U.S. Wealth Management CEO John Napolitano...
February 06, 2014
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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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