According to the federal complaint calling for a class action, the firm’s policies “maximize profits for UBS while at the same time disregarding its clients’ best interests.”
With persistent fiscal budget deficits, the ever-ballooning national debt and the Tax Cuts and Jobs Act set to expire, the tax bill will come due, no matter who becomes our next POTUS. Join our webinar on September 17th for strategies you can employ now that may help reduce tax implications for your clients come January.
AI boom increases demand for expertise in compliance, cybersecurity and permissioning; Edward Jones tech milestones; and CHIPS Act-related expansion in Southwest.
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