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One pressing area in which clients are increasingly seeking feedback from their accounting and financial advisory team is Asset Protection.
Part of that stewardship is making sure that the growth and savings
Article with key due diligence questions to help consumers and their advisors determine exactly who and what an Asset Protection planner is, how to avoid amateurs and common mistakes and how to pick the best help in a complex...more
A detailed paper updated May 19, 2011 discussing nonprofit board standard of care, risk management, and audit committee responsbilities, including the California Nonprofit Integrity Act....more
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