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    Consider these tax moves now

    From trusts to estate tax exemptions, there are moves you can make before year-end to minimize your next tax bill.

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    Is your data secure?

    It’s not only large organizations that need to be concerned about cyber security. Learn how you can reduce your business’ IT risk.

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    Top AML issues for broker-dealers

    Our survey revealed identification of beneficial owners as a top AML issue. Find out what else Florida broker-dealers had to say.

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    Time to focus on financial equality

    In a same-sex marriage? You’ll need a custom financial plan that takes into account both federal benefits and state benefits – or limitations.

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