More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Patrick Roach is a senior manager of international tax with
MGO who advises both public and private entities in a variety of industries including e-commerce, cloud computing and the digital economy, biotechnology, manufacturing, and entertainment. He is an experienced tax professional with expertise in international direct tax planning, global expansion, policy analysis, risk management and business process improvement.April 20
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Sanjay Agarwal is an international and corporate tax partner and the office managing partner of
MGO ’s Silicon Valley office. He has over a decade of international and corporate tax experience and is an expert in a number of areas, including international and corporate tax consulting, transfer pricing and M&A transaction advisory services. He also serves as overall business advisor to his clients, which primarily consist of emerging and established technology companies and their founders and investors.April 20
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Many RIAs can qualify for this lucrative benefit. Here’s what you need to know this tax filing season.
April 20
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Andrew Gargana is the senior federal compliance analyst within Compliance Risk Management for
Paychex .April 20
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Fabrizio Burlando is executive vice president of data & services at Mastercard.
April 19
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Advocates hope the Labor Department's first clarification on the Trump-era advice rule is the beginning of a series of steps to improve advice standards.
April 19
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Collecting too soon means lifelong, permanent cuts in monthly payments to you, your spouse and any dependents, says New School professor Teresa Ghilarducci.
April 19
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Prosecutors say Carlos Kepke conspired with Smith from 1999 to 2014, and aided and assisted in the preparation of materially false tax returns.
April 19
