Obtain and Maintain Your PTIN
As most tax preparers know these days, it’s important to be considered a competent tax return preparer. Registering for and obtaining a PTIN number helps clients select your tax return …
As most tax preparers know these days, it’s important to be considered a competent tax return preparer. Registering for and obtaining a PTIN number helps clients select your tax return …
A Connecticut client wants information on tax free bonds. She’s heard that tax free bonds can save her money and wants to invest $5,000 each month. As an advisor, you …
Financial services encompass many different kinds of businesses. Finance, of course, defines a broad array of businesses. Services means that the focus of these companies remains on clients and customers. …
Concerns about interest rates, inflation, and general uncertainty about securities markets’ direction prompt some investors to purchase hard assets. For the first time since the late 1970s, twin concerns of …
The North American Securities Administrators Association (NASAA)The Uniform Combined State Law Exam, also known as the Series 66, is an exam that essentially combines the Series 65 and Series 63 …
1. What is the process to become a Certified Financial Planner? Paul: Having a desire. The specific requirements are available at www.CFP.net. Requirements include a college BA degree, 8-10 course …