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As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.
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How do CFOs of professional services firms ensure millennials possess the financial wherewithal to buy into the partnership when it's time for the next generation to assume the reins?
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An increasing number of firms are turning to a trusted local financial institution to establish a term loan arrangement to help new partners fund their investment in the firm.
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With many small and medium-sized businesses experiencing an upturn in sales, the recent increase in interest rates may seem like a tempting time to change your cash management strategies to move excess cash from a non-interest bearing account into one paying the highest rate they can find.
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Washington policy expert, Doug Fisher; Sullivan and Worcester's tax law expert and partner, Amy Sheridan; and Boston Private’s Managing Director, Brian Lopez as they review the new tax cuts for pass-through entities and small businesses, including planning tips and considerations to maximize the benefits under the new law.
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