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Jack Jolly is director of research and development tax credit services at
KBKG . He spent 20 years with the IRS in the Large Business and International Division. The majority of his time at the IRS was dedicated to the examination of the research tax credit in various industries, including automotive, utilities, chemical and others. He served as a engineer team manager, territory manager, and senior analyst. He was the lead instructor for several classes where new engineers were taught their role in examining basic and advanced IRS issues.January 8
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About $2 billion of assets will be available to the company’s retail clients.
January 8
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The banking tech trends that will dominate 2020
January 8 -
It was the biggest annual leap for strategies focused on corporate or government debt since 2014, boosting assets to more than $800 billion, data show.
January 8
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More clients are opting to work after they retire "to stay active and contribute professionally while also supplementing their income.”
January 7
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The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.
January 7
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From closed-end funds to Reg BI, here's what could be playing out this year.
January 7
