Tax Reform Toughens HomeOffice Deduction For Wealthy Clients Employees who work out of their homes could be pinched by the new regulations. How To Create A More Diverse Financial Planning Profession Diversification is needed to ensure everyone has access to competent financial planning, the CFP Board's executive director says. Two Former USAA Advisors Awarded $1.8M For Wrongful Termination The Finra panel award was among the largest of the year, according to the advisors' attorney. Ritholtz: How Your Clients Can Hack Their Retirement Plans Their future selves will be thankful. CONFIDENTIAL - PURSUANT TO FED. R. GRIM. P. 6(e) DB-SDNY-0066353 CONFIDENTIAL SDNY_GM_00212537 EFTA01372600