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N.J. governor, lawmakers agree to raise tax on millionaires

New Jersey Governor Phil Murphy and Democratic legislative leaders have agreed on a budget deal that will raise taxes on millionaires to fund rebates for about 800,000 middle-class households.

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M&A roundup: BDO, RubinBrown, Wessel and Hancoock Askew expand

BDO USA is adding CFO Advisors and MorganFranklin Consulting’s public sector practice; RubinBrown Advisors combines with Wealth Management Advisors; Wessel & Company merges in Perry & Company; and CA P.A. joins Hancock Askew & Co.

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Filling the gaps in a client’s financial plan

Sports fans have heard the adage, “The best offense is a good defense.” I feel the same way about the financial planning process. To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic ...

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