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CPAs are seeing more need for financial planning for clients with the passage of the Tax Cuts and Jobs Act.
March 2 -
The Certified Financial Planner Board of Standards has proposed a set of revisions to its Standards of Professional Conduct setting ethical standards for CFPs.
June 20 -
The new administration is delivering on bankers’ wish lists and sending shares of the biggest U.S. financial companies soaring.
February 3