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PhilanthPro's Nicholas Palahnuk discusses how clients' growing interest in philanthropy demands a more integrated approach, where giving is strategically aligned with overall financial goals.
David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.
The company’s first attempt at a hybrid work schedule led to a small worker revolt. The new back-to-office plan comes with flexibility—some of which must be earned.