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Offering Investment Services
(5/7/2012) Marc Minker, Jean-Luc Bourdon, Linda Crouse, Doug Duerr, and Joel Framson
Portfolio Rebalancing: What CPA Financial Planners Need to Know About Tax Traps and Opportunities
(7/14/2011) Sheryl Rowling, CPA/PFS
Income Tax Aspects of Sophisticated Investment Vehicles
(6/7/2011) Bob Keebler & Mark Fitchenbarm
Overview of New Form ADV2 and Other Compliance Considerations
(12/9/2010) Ellen Bruno
Best Practice Risk Profiling
(4/29/2010) Geoff Davey
Considerations When Providing Investment Advice
(7/30/2009) Tom Westerfield, Steven Watts, & Ellen Bruno, CPA/PFS
Investment Advisory: Essential Performance Metrics
(12/10/2008) John Nersesian
Investment Fiduciary Responsibility
(6/17/2008) Clark Blackman, CPA/PFS, AIF, CFA, CIMA, CFP