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10 Tuesday AM Reads

The Big Picture

This article will be folklorish to some readers, and profoundly novel to others. Here’s what it’s like to drive ( Businessweek ) • The haters and conspiracy theorists back on Twitter : Hundreds of accounts that were recently allowed back on Twitter have been spreading abuse or misinformation, a BBC investigation has found. (

Banking 251
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Reclaiming Professionalism

Inside Information

The Financial Services Institute would tell regulators that they would be ‘forced’ to give up their smaller accounts if they were regulated as fiduciaries. The second form of the scare tactic is telling firm founders that they had better cash out now, because the multiples are going to suddenly dry up, any day now.

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Mastering Client Onboarding: A Step-by-Step Guide for Solo CPAs and Growing Accounting Firms

Harness Wealth

In the process of growing your accounting firm, building better client relationships is one of the most important elements of long-term success, and that starts with a robust client onboarding process. Client onboarding is the process of welcoming a new client into your accounting firm, but it goes much deeper than that.

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What Are Your Best Roth IRA Rates?

Good Financial Cents

I have to admit that I even thought that the “A” stood for account at one point in my life. However, I was informed by my readers that the Internal Revenue Service actually refers to them as “arrangement” (Thanks to my readers for keeping me on my toes!) Need to open a Roth IRA? Ads by Money.

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Transcript: Matt Levine

The Big Picture

Barry Ritholtz : 00:02:17 But I had to dig that up. I had to dig up that you were valid Victorian. And so the thing we were doing was sort of solving like often securities law or tax or accounting problems for people with like derivatives. Like, like the, you know, like the accounting standards. And I love that.

Retail 130
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When and How to Make Your First Hire: Building a Team for Your Tax Firm

Harness Wealth

At some point in the journey of building your own accounting firm , you’ll likely face the pivotal challenge of deciding when and how to hire your first employee. Deciding Between an Accountant and a Tax Assistant The first hire you might consider adding to your team is another accountant.

Taxes 59
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Maximizing Your Idle Cash: Strategies for Personal Finance Management

Harness Wealth

Stockpile too much of it in low-yield checking or savings accounts, and over time, you’ll end up eroding your net worth due to inflation. The Federal Deposit Insurance Corporation (FDIC), a US Government agency, insures bank deposits up to $250,000 per person , depositor, bank, and ownership category.