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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Buckingham: Demystify The IRS Reporting System

(Buckingham / Shawn Williamson CPA, Senior Tax Manager) Although it may be hard to believe today, when the U.S. income tax was instituted in 1913, the whole tax form was four pages long, including one page of instructions. Now, the federal tax laws and regulations are over 10 million words and thousands of pages. Who knows all of it? No one I have ever met.