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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 & Company merges in Perry & Company; and CA P.A. 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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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 IRS offers guidance in Notice 2020-51 on the rollover period, which has been extended to Aug. 31.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
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Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.June 17
PrincipalThe TOLI Center East
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It pays to be a senior executive in a U.S. family office. Private investment firms of rich families there have the greatest number of C-suite executives making more than $396,000 a year.June 16
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Nonprofits, lawmakers and others want to see more giving from fund donor-advised funds, which have grown popular recently because they’re so flexible.June 15
