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Making the Most of Your Broker-Dealer

U.S. Wealth Management CEO John Napolitano describes how accounting firms and broker-dealers can best leverage their relationships, in an interview with Accounting Today editor-in-chief Daniel Hood.

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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