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Geller & Company provides strategic CFO consulting, financial reporting and accounting, tax advisory, investment management, information technology and integrated wealth management. [1] Martin is a corporate board member of Bloomberg LP and Bloomberg Bureau of National Affairs in Washington, D.C. [ 1 ]
Tax return preparers assist taxpayers in filling out federal and state tax forms, or do so on their behalf. [12] To do so at the federal level as a business or vocation requires a tax advisor to become a Registered Tax Return Preparer — requiring the candidate pass a 120-question, multiple choice quiz —or to work directly under the ...
Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [2]
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