No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
In a recent study, Wharton experts examine the impact of unexercised options on the value of ordinary shares. Are your clients' portfolios at risk?
Companies most commonly cheat in reporting their revenues or expenses. Use these tips to spot fraudulent claims that could point toward future cash flow problems.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025