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In the past five to 10 years there has been increased allocations to one of the most widely ingrained passion...
Clients
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Numbers tell a story. Do you agree?If you are a professional accountant providing accounting services to clients, what is the...
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When the market was crashing in March 2020, financial advisor Ivory Johnson, founder of Delancey Wealth Management, decided it was...
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Many financial advisers follow Warren Buffett’s lead, adopting a buy-and-hold mentality and urging jittery clients to shrug off scary headlines...
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Building wealth has little to do with your job title. Some of the richest people I know are college dropouts,...
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Carl Peterson, CPA, CGMA, has a recommendation for accounting firms facing a torrent of client demands and deadlines caused by...
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Marijuana business in Norman, OK, 2020.Photo by: Isaac M. O'Bannon, Managing Editor, CPAPracticeAdvisor.comIn 2020, retail marijuana sales increased by 40{de3fc13d4eb210e6ea91a63b91641ad51ecf4a1f1306988bf846a537e7024eeb},...
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It can be a daunting task for accountants to advise clients on how to effectively and accurately budget, plan and...
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The Springfield, Mass. life insurer, founded in 1851, gets the 2017-founded seller of FDIC-insured cash through RIAs in an atmosphere...
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SmartVault Launches “Taking Care of Business” Resource Center for Accounting Firms and Their Clients
SmartVault, a provider of cloud-based document management and client portals for the accounting profession announced today the launch of its...
