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Whether your institution’s portfolio is $10 million, $100 million, $250 million or more, safeguarding and strategically growing it is vital to the current success and future growth of your operations.

While it’s no surprise that numerous challenges are affecting this year’s tax filing season for individual and trust returns, we’re experiencing a significant delay in receiving tax documentation from our clients.

Cyber criminals certainly rise to the occasion as you will see in this issue of Cyber Roundup. Let the Cybersecurity team at PKF O’Connor Davies help you fight back on cyber criminality, keep your data safe and secure it from inside and outside bad actors. Read more.

Digital assets have become a topic of conversation almost impossible to ignore. One only had to tune in to the Super Bowl this past month to see numerous commercials touting several trading companies that are offering the opportunity to invest in various digital assets.