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To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic as possible.
June 30
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BDO USA is adding CFO Advisors and MorganFranklin Consulting’s public sector practice; RubinBrown Advisors combines with Wealth Management Advisors; Wessel & Co. merges in Perry & Co.; and CA PA joins Hancock Askew & Co.
June 30
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IDGT’s are particularly useful estate planning tools in a low-interest-rate environment.
June 30
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The Sustainability Accounting Standards Board voted during an online meeting last week to open a new standard-setting project to address single-use plastics and bio-alternatives in the chemicals and pulp and paper industries.
June 29
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Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management -- the question is how you handle them.
June 29
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The Internal Revenue Service released final regulations Wednesday on how a regulated investment company that receives qualified real estate investment trust dividends should report the dividends paid by the company to its shareholders in accordance with section 199A of the Tax Code, which allows the investors to take a hefty deduction.
June 24
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The IRS offers guidance in Notice 2020-51 on the rollover period, which has been extended to Aug. 31.
June 23
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The Governmental Accounting Standards Board issued guidance Tuesday to improve the reporting of Section 457 deferred compensation plans for state and local government employees.
June 23
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It’s a good time to be opportunistic about your firm’s future — and to poke these embers in a meaningful way.
June 19
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The Internal Revenue Service provided guidance on expanded eligibility and more.
June 19
