Realized Author: Sam Kohler

Sam Kohler

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Industry Trends for Qualified Intermediaries to Consider as Filing Deadline Approaches

Industry Trends for Qualified Intermediaries to Consider as Filing Deadline Approaches

As we approach the July 15, 2020, Internal Revenue Services filing deadline amidst the global pandemic, our team at Realized wanted to share some thoughts and statistics that we are seeing in the market. Our goal with this data is to help Qualified Intermediaries (QIs) and their clients better navigate the next three weeks leading up to the deadline.

Qualified Intermediaries
By Sam Kohler
Jun 26, 2020

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