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The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...

An inside look at Microsoft’s Power Platform Process Advisor Your email has been sent Microsoft’s Power Platform suite of low- and no-code development tools are aimed at filling the “app gap”; those ...

Advisors must prioritize organic growth, succession planning, AI adoption and advanced strategies to thrive in 2026's ...

Power Automate is Microsoft’s platform for streamlining repetitive workflows — you may remember it under its original name: Microsoft Flow. The market for these robotic process automation (RPA) tools ...

The Advisor role is an important student support person built into our student conduct processes. Advisors may attend conduct meetings as a support person and should assure that their advisees clearly ...

Can You Afford Noncompliance with SEC Regulation R... Can You Afford Noncompliance with SEC Regulation Requirements? The Three Steps for Optimal Financial Advisor Compliance How to Achieve Steady ...