What Is Limited Power of Attorney? Types, Key Forms, and Uses

A limited power of attorney (LPOA) allows portfolio managers to execute investment strategies for clients without constant ...
Boston Magazine

Client Forms: Ask the Expert

Ask the Expert is a formatted feature on bostonmagazine.com that presents a Q&A with your chosen industry expert representing your organization. You will provide a short introduction, three questions ...
SCL

Attorney-Client Privilege at Risk: The Hidden Danger in Digital Intake Forms

Camilo Artiga-Purcell flags up some of the cybersecurity, data protection and privilege risks associated with client-intake ...
Boston Magazine

Client Forms: Welcome Home

Welcome Home is a formatted feature on bostonmagazine.com that highlights one must-see real estate or rental (limited to 1 property). Do not write in first person (do not use personal pronouns like “I ...
Yahoo Finance

Tax Professionals Can E-file Their Clients’ 2022 Form 941 Easily With TaxBandits

ROCK HILL, SC / ACCESSWIRE / October 17, 2022 / The deadline for employers to file their quarterly payroll tax forms 941 for the third quarter is right around the corner. The IRS requires that this ...
InvestmentNews

What clients won’t see on this year’s 1099-R form

As you read this in early February, your clients are receiving their annual 1099-R forms that report distributions taken in 2020 from their IRAs and other retirement accounts. Once they look the forms ...