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Advisor strategies to manage capital gains for clients
Incorporating tax planning into your suite of services could help you attract new clients and provide even more value to the ...
In the unpredictable economic environment we’re in, it’s hard to overstate the importance of financial resilience. Companies that can adapt and continue operations, even in the face of challenges, are ...
Keeping thorough financial records and preparing for tax obligations throughout the year can reduce errors and prevent unnecessary stress. Identify and apply for applicable tax credits, such as the ...
Getting an extra $1,000 in such a short time may seem like an ambitious goal. Fortunately, there are shortcuts to making money each month through simple, fun tasks, including exploring investment ...
Options-based strategies have seen impressive growth in recent years, whether it’s through ETFs, mutual funds, or separately managed accounts. Investors have turned to alternatives, including ...
AI-driven solutions can optimize specialty drug billing, reducing costs and enhancing financial efficiency in managed care. An AI algorithm identifies cost-effective billing methods by comparing ...
AI integration is moving at an astonishing pace. Just a few months ago, we were coming to terms with the idea of AI agents, or what the buzzword mavens call "agentic AI." Now, we're starting to look ...
The price of gold has seen a notable increase in recent years as investors turn to the precious metal during a period of high volatility. With ongoing economic uncertainty, global and political ...
Patients and clinicians in primary care settings found that safer-use strategies for opioids and stimulants were acceptable and that they enhanced patient-centered care. Clinicians supported these ...
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