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Neither is measuring the portfolio performance of multiple accounts across different entities...unless you have an accounting and portfolio tracking system up to the challenge.
Our flexible chart of accounts can easily accommodate the varying requirements for each of your entities.
This two-day technical update is for tax and accounting directors, managers and controllers, including tax supervisors and accountants and attorneys looking to refresh their knowledge of the U. This program is transitional which is appropriate for newly admitted attorneys.
EARN UP TO 12 CPE CREDITS Bloomberg BNA is registered with the National Association of the State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE sponsors.
With our data retrieval capabilities you'll have a complete system to handle these challenges.
You can download investment transactions and update all of your client's portfolios — including hard-to-price securities like options, warrants and bonds — and produce consolidated personal financial statements with ease.