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Late last July Jason Zweig and Andrea Fuller reported on the front page of The Wall Street Journal how CFP Board has failed at monitoring certificant listings at their LetsMakeAPlan.Org consumer referral website. Zweig and Fuller found certificants whose disclosure histories appeared clean on CFP Board’s site to have, among other causes for criminal felony
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The year 2019 has brought many 50th anniversaries. In 1969, for instance, men first walked on the moon. Hundreds of thousands of people partied at Woodstock. New York’s Jets and Mets won championships. During the intervening years, many things have changed. There hasn’t been a moonwalk since 1972. Bethel, New York, where the Woodstock festival
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Although the word is often applied to any difficult decision, a dilemma, properly speaking, arises when one is forced to choose exclusively from bad options. The two bad options are termed the “horns” of the dilemma. As Chicago contemplates how to close a revenue shortfall and potentially generate additional revenue for new spending priorities, however,
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A general view of a stand displaying 5G mobile network technology on the opening day of the ITU Telecom World 2019 conference organised by the International Telecommunication Union (ITU) in Hungexpo Fair Centre in Budapest, Hungary, Monday, Sept. 9, 2019. The four-day conference and exhibition is a global platform for high-level debate, networking, innovation-showcasing and
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As part of a year-long focus on trends and tactics that support the independent public accounting “firm of the future,” BKR International recently asked firm members about their approach to innovation. Questions included how to identify innovative opportunities, budget considerations, risk management and lessons learned. Overall, firm leaders said they are approaching innovation with a
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An interview and Q&A with billionaire activist investor and founder of Elliott Management Corporation, Paul Singer, and billionaire Private Equity titian and co-founder of The Carlyle Group, David Rubenstein. In this interview, the gentlemen discuss their thoughts on the US economy and the impact of monetary policy on inequality. They also talk about the path
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The Internal Revenue Service is sending letters to up to 200 taxpayers who have been under audit for participating in micro-captive insurance tax schemes, offering to settle with them, but only if they respond in a limited time. The IRS has been targeting what it calls “abusive” micro-captive insurance transactions for years, listing them on
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Firm leaders are used to thinking that the younger accountants they’re hiring have different expectations and different characteristics as employees — but they may not be as attuned to the fact that younger clients also have different expectations and characteristics. Sarah Dobek of Inovautus Consulting shares some of the best ways to interact with and
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