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The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
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Considerations include whether a bureau is certified and what value-added services it offers.
30% plan to add to cash levels
Tips help detect 40% of workplace chicanery
Underfunding of such plans exceeds $160 billion
Changes to revenue recognition rules may be beneficial but will lead to accounting headaches that new software can relieve.
Changes cast doubt on grandfathered status for plans.
