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Alan S. Kufeld, CPA, is a partner at PKF O’Connor Davies LLP. He has provided guidance on complex tax issues for financial services clients, startup and mature hedge funds, hedge fund and private equity general partners and pass-through entities, among others. He has advised CFOs and the general partners of its funds on management company accounting and best practices while providing a range of income, sales and use tax, charitable, estate, gift and entity tax planning, compliance and reporting.

Jill Cantor, a CPA and attorney, is a senior manager at PKF O’Connor Davies LLP and has been a member of the firm’s state and local tax practice since 2012. She has over 20 years of tax experience, beginning her career at one of the Big Four. She went on to work at publicly held companies in their tax departments and then, ultimately, as a tax director for one of the companies.

Sandy Weinberg is a principal at PKF O’Connor Davies LLP and leads the firm’s state and local tax practice, as well as the tax credit and incentive practice. He has more than 23 years of tax experience, including 18 spent with two Big Four firms, where he served, in part, as a state tax director.

Will Auchinclossis vice president and global general manager, advisory and analytics, for PRGX, Global Inc., which helps companies spot value in their source-to-pay processes. Having identified more than 300 common points of leakage, PRGX helps companies get more value out of their source-to-pay data.

Risky assets outside the U.S. are seeing fresh flows as a potential trade deal with China buoys expectations for global growth.

The IBD’s head of practice management says more planners should explore becoming ensembles, and she also divulged the firm’s “secret sauce.”

Economic factors like changes to the tax code are behind nearly a quarter of all recent giving, according to a new survey.

The discount brokerage sees the move as a way to attract younger, less affluent investors.

Seniors are advised to find new challenges in retirement, in part, to “lessen the nostalgia” for their former careers.

The wirehouse is also simplifying its small household policy and boosting its emphasis on financial plans.