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Editor: Jessica L. Jeane, J.D. In this digital age, and increasingly so post–COVID, remote work has been on the rise. The PE risk is highest if the person working remotely is a high–level employee or someone in a C–suite role who typically can conclude contracts in the name of the…
Editor: Jessica L. Jeane, J.D. First and foremost, CPAs need to understand that a portfolio does not have to lose money overall for the client to realize capital losses. In a traditional exchange–traded fund (ETF) or mutual fund…