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Hidden Opportunities for Greater Services

U.S. Wealth Management president and CEO John Napolitano discusses how accountants can help clients find opportunities for financial planning when preparing their clients' taxes, in an interview with Accounting Today managing editor Tamika Cody. For more information, see his article, "Hidden Opportunities," in our August issue.

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The Core of a Successful PFP Practice

U.S. Wealth Management CEO John Napolitano...
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