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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.

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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The Qualities of a Great CPA Financial Planner

U.S. Wealth Management chairman and CEO John...
December 05, 2013
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What You Missed

Ed Mendlowitz, a partner at WithumSmith+Brown,...
December 04, 2013
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Marketing Trends in Accounting

Art Kuesel of Kuesel Consulting discusses the top...
November 26, 2013
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Megatrends and Opportunities for Private Company Clients

Rich Stovsky, U.S. Private Company Services...
November 13, 2013
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Choosing a Broker-Dealer

John Napolitano, chairman and CEO of U.S. Wealth...
November 08, 2013
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