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The firm has expanded its Wealth Advisory Practice by merging in a Jacksonville group with $350 million in assets under management.
March 8
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The Financial Accounting Standards Board is asking for feedback on a suggested standards update.
March 7
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This is your clients' time to communicate directly with you: Even the once-per-year tax clients need to interact with you -- so you have two choices.
March 3
Napier Financial -
The International Integrated Reporting Council is asking for comments on how companies are using the framework it issued three years ago for reporting on matters beyond simply a company’s financials.
March 2
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The tax prep chain has partnered with consumer financial resources company NerdWallet to help taxpayers save for their futures.
February 28
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How IRA conversions can come at a steep price for clients. Plus, ways to dodge a surprise bill from the IRS.
February 28
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The Financial Accounting Standards Board aims to improve financial reporting for an interest in a master trust.
February 27 -
Debate over a border-adjustment tax is consuming Washington, but another, less-discussed proposal in House Speaker Paul Ryan’s tax plan stands a better chance of being included in a GOP overhaul bill.
February 27
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A heavily shorted exchange-traded fund is soaring amid a report that the White House is not on board with the plan preferred by House Republicans.
February 24
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Thirty of the firm's interns and professionals helped Burton International Academy students learn art history.
February 22
