Recording Connections Call 07/09/25 with DAR Planning Department

Notes: Click here to download the PDF

Compliance:
Keeping your U4 Updated New 1099-NEC Reporting Changes: What You Need to Know Webinar Recording Now Available
Cambridge Tools and Resources: Weekly Trainings

Business:
Exciting Ignite Updates with our OSJ
Email from BNY Pershing to CIRStatements Clients
Hearsay Relate Rebranding
Upcoming Webinar – iCapital Alternatives Platform
With OBBBA Passing, What That Means for QOZ’s

Presentation:
Kristen Hull and David Cawley from Duncan Advisor Resources (DAR) Planning Department

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