ACFE releases Anti-Fraud Technology Benchmarking Report
With the advancement of technology over the years, the avenues for fraud perpetration, protection and detection have multiplied. In an effort to gain a ...
This article was originally published in Wedgewood Life magazine and is reprinted with their permission.
It can be hard to differentiate between financial advisors without directly experiencing their client service, communication, and overall technical ability. In this article, I highlight a few areas to focus on:
Initially, it may be difficult to delineate between financial advisors. However, you should take time to inquire with an advisor about their overall services. Use the guideline above to help shed light on key differences between advisors and put yourself in a position to make a confident and informed decision.
Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as investment, tax or legal advice. Individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.
The general rule under Internal Revenue Code §451 is that an item of income shall be included in gross income for the taxable year or receipt unless ...
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