Our opinion and review highlights the inappropriateness of CFP® trademark credential programs at university and colleges and utilizing student college savings plans, such as the 529 Plan, from privately owned companies (with trademark credential use by conditional permission companies). Specifically, the CFP® & CERTIFIED FINANCIAL PLANNER™ trademarks owned by the “Certified Financial Planner Board of Standards, Inc..”
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The National Council of Nonprofits recently shared information on tax scams identified by the Internal Revenue Service that are targeting nonprofit organizations. The IRS released its annual Dirty Dozen list representing, as they put it, “the worst of the worst tax scams.” Among this year’s scams is aggressive marketing schemes to con ineligible nonprofits to claim ERTC benefits.
Read MoreAgenda | Location | Accommodations | Register (Pricing) | Refunds | Questions | Press The Senior Investor Protection Conference is a one-day event dedicated to sharing the most up-to-date regulatory information, effective...
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Millennial Women Made LuLaRoe Billions. Then They Paid The Price.
Lawsuits, mountains of unsold leggings, and families drowning in debt: the tumultuous story behind a multilevel marketing brand that promised millennial women a pathway to financial freedom.
Complaint Information & Submission Instructions So many of our readers have lost money,...
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