From ThinkAdvisor
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Summary: The novel coronavirus has many people self-isolating at home. You might be healthy, but your firm has asked people to work remotely. Your city has closed schools and nonessential retail businesses. It might be two weeks; it might be longer. What’s an advisor to do?
From wealthmanagemet.com
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Summary: I stumbled onto a terrific article perfect for tax season: How to Find the Best CPA or Tax Accountant Near You by Janet Berry-Johnson, published in Wirecutter. Ms. Berry-Johnson’s audience was the general public, but I think it has some great implications for financial advisors as well.
From
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Tuesday, March 31st at 2pm ET / 1pm CT / 11 am PT
In this educational webinar, we will discuss why best tech management practices become even more critical in the evolving work-from-home business environment. Learn more
Topics addressed include:
- Contingency/Continuity planning
- Managing work-from-home issues
- Phishing email scams
- Resources for RIAs and their clients
Register Here
From RIABiz
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Summary: Brooke's Note: At RIABiz we are fastening our seat belts like everybody else. We wish the tragedy and disruption of the coronavirus pandemic would blow away like a San Francisco fog.
From ThinkAdvisor
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Summary: Taxpayers have extra time to contribute to their individual retirement accounts now that the Internal Revenue Service has extended the tax filing and payment deadlines to July 15.
