04/24/2020
“Documentation could take the form of a letter, sent by the CPA to his/her client, that describes the services to be performed by the CPA firm to assist and advise the client on the appropriate completion of the application,” AICPA said.
04/22/2020
While being passionate about our work is clearly a good thing, if we struggle to maintain balance and switch off from time to time, we have a problem.
04/21/2020
It also requires an understanding of the family office's unique purpose and decision-making drivers to determine whether alignment exists and if it does, to create sufficient value and communicate it in ways that build relationships and close deals.
04/21/2020
The first bridge to cross for operating non-bankable assets in a wealth management frame is to value them ex-post accurately, which is to be able to provide a reasonably accurate estimate of their price today.
04/17/2020
Year-to-date, the Volatility Trading Index and Option Strategies Index stood alone in the black, respectively gaining 19.17% and 3.76% through the end of March.