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How to Develop a Stable of the Best CPAs in Town

From wealthmanagemet.com
Added on March 2020 in Plan for the Future
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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.

Letter to Our Readers: What to think about the unstoppable RIA movement meeting an immovable black swan

From RIABiz
Added on March 2020 in Plan for the Future
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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.

Senate coronavirus package would allow hardship early access to retirement accounts

From InvestmentNews
Added on March 2020 in Plan for the Future
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Summary: An economic stimulus bill in response to the COVID-19 virus is on a fast track in the Senate and includes provisions to suspend penalties on early access to retirement accounts.

Succession Planning in a Pandemic: 6 Steps to Take Now

From ThinkAdvisor
Added on March 2020 in Plan for the Future
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SummaryLess than three months ago, a mystery illness surfaced in Wuhan, China, and was quickly named COVID-19, a type of coronavirus. We know what has transpired from that point until today, with an unprecedented lockdown of populations and economies around the world.

Why Waiting to Communicate About Coronavirus to Investors Is a Mistake

From IRIS
Added on March 2020 in Plan for the Future
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Summary: A common response from businesses during an emerging crisis is to sit tight and avoid communicating about the issue in fear of making the matter worse. At 7.21pm (ish) last night that became the wrong response, with Alan Kohler leading the ABC's finance update with the 'hit to super fund members'. Not the oil price war or largest equity market falls since the GFC.

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