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The latest edition of On Watch is now available for download. This issue features articles about identifying and thwarting emerging cyber threats, rules of thumb for maintaining tax records, and current wealth transfer planning opportunities for the next generation. Contributors to this issue are Richard A. LaFont, CPA; Katherine M. Rose, MBA, CFA; and Ross W. Nager, CPA.

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Download the latest edition here.

POSTED IN: Administration, Investments, On Watch, Planning

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