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The wealth management firm has made a strategic investment in a tax and advisory firm.
July 11
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A recent study of companies with enterprise resource planning systems found they are correlated with lower tax burdens and more aggressive tax positions.
June 29
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Elon Musk, the world's richest-person and head of electric carmaker Tesla Inc., said President Joe Biden's call for more taxes on super-wealthy Americans will only hurt lower-to-middle income groups.
June 20
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You get to focus on client relationships instead of pure transactions, and your client feels more valued in return.
June 19
"The Radical CPA" -
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Portland, Oregon, may penalize higher earners more than any other large U.S. city, according to a new report.
June 2
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More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.
May 30
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Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.
May 23
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Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.
May 15
