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A Stifel-Sterne Agee merger would dwarf other moves made last year.
February 20
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What advisors should know about setting up an independent practice.
February 19
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Understand the importance of fostering trust in client and professional relationships in order to create a stronger business.
February 19 -
The Minnesota Society of Certified Public Accountants recently surveyed its CPA members in public accounting on the most outrageous tax deductions clients tried to take on their tax returns. Their responses included everything from pets and weddings to cars impounded by the police.
February 19
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The three-advisor team generated more than $2 million in annual revenue before making the move.
February 19 -
Plus, how long-term capital gains are taxed; the smartest ways clients can use their returns; and ways to turn a client's tax losses into gains.
February 19 -
Gold extended a rebound from the lowest level in six weeks after minutes from the Federal Reserves January meeting signaled many officials were inclined to keep interest rates near record lows for longer.
February 19 -
The IRS warned tax preparers and other tax professionals to be on guard against bogus emails seeking updated personal or professional information.
February 19 -
While regulatory costs pulled-down full-year profits, the giant IBD seemed to turn a page at year end with a 9.8% spike in fourth-quarter earnings.
February 19 -
The fiscal 2016 budget includes proposals to limit the value of itemized tax deductions for IRAs and 401(k)s and other expenses to 28%.
February 19
