Questions about the independence of investment analysts
are attracting the SEC’s attention. Its acting chairman and its chief
accountant worry that brokerage house researchers may be tailoring
investment recommendations to suit their investment banking clients (
www.sec.gov/news/speech/spch477.htm
; www.sec.gov/news/speech/spch485.htm
).
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Get your clients ready for tax seasonThese year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.
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