Episodes
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A haunted house, but it's your office during 1099 season.
We know Halloween is past, and we don't want to scare you... but 1099 season is right around the corner! So we are bringing back some of our favorite episodes on 1099's and W9's with Jeffrey Cronin.
Jeffrey Cronin, Chief Strategy Officer at Zenwork, is back to dive even deeper into 1099's with more focus on W9 forms.
Zenwork: https://www.zenwork.com/
CPA Transformation Podcast https://www.tax1099.com/podcast/cpatransformation/
00:13 Welcoming Jeff Cronin: Tax Talk 1099s and W-9s
01:21 Understanding the W-9 Form
04:00 Backup Withholding and B Notices
06:43 Challenges in Collecting W-9s
14:01 1099 Reporting Complexities
20:37 Understanding Penalty Risks
21:22 Late Filing Penalties Explained
22:40 Handling W-9 Solicitations
26:30 Navigating W-8 Forms and Non-US Payments
27:47 IRS Audit Manual Insights
32:13 Impact of IRS Hiring and Funding
Be sure to subscribe for more episodes!
Find us on YouTube as well!If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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A haunted house, but it's your office during 1099 season.
We know Halloween is past, and we don't want to scare you... but 1099 season is right around the corner! So we are bringing back some of our favorite episodes on 1099's and W9's with Jeffrey Cronin.
Jeffrey Cronin, Chief Strategy Officer at Zenwork, is back to dive into 1099's
Zenwork: https://www.zenwork.com/
CPA Transformation Podcast https://www.tax1099.com/podcast/cpatransformation/
00:42 Meet Jeffrey Cronin: Background and Expertise
01:41 Diving into 1099s: Common Issues and Solutions
04:20 Handling 1099 Disputes and Mistakes
06:57 The Complexity of 1099 Compliance
12:25 1099-K and Payment Intermediaries
22:42 Challenges with Digital Asset Reporting
28:01 Understanding IRS Reporting Requirements
28:39 The Impact of Third-Party Information Reporting
29:26 Jeff's Journey: From Physicist to Tax Expert
32:22 Navigating Tax Compliance for Debt Cancellation
34:01 Challenges in Reporting for Nonprofits and Grants
40:37 The Complexity of 1042S Reporting
49:14 Penalties and Compliance for Late Filings
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Be sure to subscribe for more episodes!Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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Missing episodes?
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It's SpooOOooOOky season!
Let's get in the Halloween spirit by sharing our favorite legal accounting horror stories!
And we want to hear yours! Send us your horror stories at the email address below to be featured on our socials!
00:25 Halloween Horror Stories in Accounting
01:36 Cafeteria Plan Catastrophes
02:35 Trust Account Troubles
08:43 Billing Software Blunders
11:49 Employee Handbook Headaches
16:10 Fraud and Scams in the Legal Arena
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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You've emailed.... and messaged.... and followed up.... and your client still isn't answering you.
What do you do?
Don't worry "Boo," we've got you!
01:22 Topic Introduction: Being Ghosted by Clients
02:01 Understanding Ghosting and Initial Tips
03:12 Strategies to Handle Client Ghosting
05:04 Real-Life Client Ghosting Experiences
11:47 Dealing with Persistent Client Ghosting
12:57 Client Communication Challenges
13:39 Effective Communication Strategies
14:30 Balancing Professional and Personal Life
15:34 Handling Unexpected Client Situations
16:29 The Importance of Gratitude
17:51 Reframing Client Conversations
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up! If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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Do you have systems in place to handle scope creep when it occurs?
We discuss our favorite ways to handle scope creep with clients in today's episode.
00:33 Discussing Scope Creep
1:48 Examples and Challenges of Scope Creep
3:09 AI in Managing Scope Creep
4:16 Best Practices for Engagement Letters
6:02 Real-Life Scope Creep Scenarios
09:03 Handling Scope Creep with Clients and Staff
4:55 Professionalism in Managing Scope Creep
15:24 Handling Client Requests and Scope Changes
15:43 Comparing Scope Creep to Construction Industry
16:39 Addressing Scope Creep in Law Firms
17:13 Turning Scope Creep into Opportunities
18:08 Automation and Technology in Managing Scope Creep
21:26 Importance of Clear Communication with Clients
25:09 Onboarding and Continuous Client Communication
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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What do you need to be on the watch for to make sure your law firm's finances are as healthy as they need to be?
We walk you through the biggest red flags you need to keep an eye out for in this episode!
0:22 - Client Engagement and Consultation Strategies
1:30 - Identifying Red Flags in Financial Health
4:13 - Navigating Trust Accounting Challenges
7:44 - Managing Firm Finances and Compliance
13:06 - Advanced Client Costs and Tax Considerations
20:48 - The Role of Managing Partners in Law Firms
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice. We walk you through the biggest red flags you need to keep an eye out for in this episode!
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Trust accounting is defined by Clio as the process of tracking and monitoring client funds that are held in trust and it is a very important part of legal accounting. We are going to walk you through everything you need to know about trust funds and trust accounting for law firms in today's episode!
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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You have a potential attorney client and you need to complete file review for them before you can give them a quote and contract - what do you need to know before you get started?
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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Setting your prices for accounting work can feel tricky, but we are here to help! Join us as we help you change your pricing mindset!
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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In this episode, we explore the critical role accountants play in the success of law firms.
We take a look at the financial management challenges faced by law firms, the unique value accountants bring to the table, and tips for effectively collaborating with financial professionals to enhance your firm's financial health.
Timestamps:
[02:45] The Role of an Accountant in a Law Firm
[07:30] Financial Challenges Unique to Law Firms
[12:15] The Strategic Value of Accountants
[18:00] Collaboration Between Lawyers and Accountants
[22:35] Case Studies: Success Stories
[28:40] Choosing the Right Accountant for Your Firm
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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In today's episode, we look at all the things we wish we had known when we were first getting started in the legal accounting niche. If you are working with your first attorney client, or you think that attorneys might be your ideal client, this is the episode or you!
Join us on our trust compliance journey with this map!
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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Sometimes it happens... you and your attorney client just have to part ways.
This can be a difficult process to navigate, but we are here to talk your through it!
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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In this episode, we dive into the complexities of trust compliance across different states in the U.S.
Join us as we look at key regulations, the differences in compliance requirements, and the importance of understanding state-specific laws when managing trusts.
Join us on our trust compliance journey with this map!Timestamps:
[03:15] Understanding Trust Compliance
[08:45] Key Differences Between States
[14:30] Common Challenges in Compliance
[19:50] Best Practices Tips and strategies for ensuring compliance, including the importance of consulting legal professionals and staying updated with state regulations.
[24:10] Case Study: Trust Compliance in California vs. Florida
[30:00] Legal Implications of Non-Compliance
[35:25] Resources for Staying Informed
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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It can be a big decision for an attorney to hire on an external legal accounting firm, but in this episode, we are going to discuss why it is also the most beneficial decision for your firm.
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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The three-way reconciliation is a cornerstone of legal accounting, as it ensures accuracy and compliance of client trust accounts.
It can be complicated to master and complicated to explain to our attorney clients. So we thought it was time we revisit this crucial process.
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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This episode is all about growing your legal accounting business through marketing strategies. How do you start, and where should your focus be? Lynda and Steve walk your through all that they have learned!
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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We recently talked about all the ins and outs of choosing practice management software for your firm, but we wanted to invite the CEO of one of our favorite companies, Financial Cents to join us to talk about his company and practice management.
Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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Which financial statements are essential for a law firm to review with their accountant? We're here to help save you time and get all your data in order!
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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"I need to wear nice shoes to court... can I write them off on my taxes?"
We are sure you have all been asked some level of this question (or even wanted to ask, yourself).
How do you navigate necessary expenses for attorneys and law firms? We look into this and more this week!
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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Who's ready for more Tax Talk?!
Jeffrey Cronin, Chief Strategy Officer at Zenwork, is back to dive even deeper into 1099's with more focus on W9 forms.
Set yourself and your firm up for success by preparing for 1099 season early!
CPA Transformation Podcast
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Be sure to subscribe for more episodes!
Find us on YouTube as well!
If you have questions, topic requests, or guest suggestions you can email us at [email protected] or send us a message through our website, www.accountantslawpod.com
If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!
If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.
Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk
Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.
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