📄 Extracted Text (103 words)
Tax Reform Toughens Home-
Office Deduction For
Wealthy Clients
Employees who work out of their homes
could be pinched by the new regulations.
How To Create A More
Diverse Financial Planning
Profession
Diversification is needed to ensure
everyone has access to competent
financial planning, the CFP Board's
executive director says.
Two Former USAA Advisors
Awarded $1.8M For
Wrongful Termination
The Finra panel award was among the
largest of the year, according to the
advisors' attorney.
Ritholtz: How Your Clients
Can Hack Their Retirement
Plans
Their future selves will be thankful.
CONFIDENTIAL - PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0066353
CONFIDENTIAL SDNY_GM_00212537
EFTA01372600
ℹ️ Document Details
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EFTA01372600
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document
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1
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