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Nina Dorata, Ph.D, CPA, is a professor of accountancy at New York's St. John's University, and she is also the chair of the New York State Society of CPAs Committee for Future of Accounting Education. Her professional experience includes roles at Price Waterhouse, NY. E.F. Hutton Inc., and Staff Builders. Currently, she helps write, review and update the CPA preparation content for UWorld Roger CPA Review.

The enterprise could reach more than 50 registered representatives in the next couple of months, depending on how many of them leave MassMutual.

Bizarrely, the administration’s plan targets two loopholes that pass-throughs often use to lower their tax bills, says Bloomberg's Alexis Leondis.

As its advisor headcounts in the W-2 channel have stagnated, Raymond James Advisor Select added a major former UBS quartet.

Some former IRS officials say it will take several years to produce significant results.

Even as Bitcoin and other digital currencies increasingly gain acceptance across Wall Street, the robo advisor is still doing its research.

Home to more than $3 trillion, outperformance among the leaders comes with some caveats.

Having had higher income in previous years may prevent a taxpayer from receiving a stimulus payment now, writes Jeffrey Levine.

At the brokerage and wealth management arm of Ally Financial, Bell leads the team responsible for shaping the insight on investing and the global markets that is shared with customers.

Ta is aiming to reduce turnover at Wells Fargo Advisors by revamping the succession planning program.