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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Some 225 funds traded for the first time over the past 12 months, down for a second-straight year.
December 31
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"Keep records and watch the statute of limitations. The usual IRS statute of limitations is three years after you file your tax return," an expert writes.
December 31
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Contributing to these accounts makes sense for clients who anticipate higher tax rates in the future.
December 30
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Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.
December 30
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Brittany Westdyke is an Enrolled Agent and works for Intuit’s ProConnect Group as a senior tax analyst programmer. She attended the University of North Texas and graduated with her BS and MS degrees in Accounting in 2011
December 30
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Phil Goldfeder is a former member of the New York State Legislature and now serves as the CEO of the American Fintech Council, or AFC.
December 30
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Chris Chiriatti is audit & assurance managing director at Deloitte & Touche LLP.
December 30
