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Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

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Tax Management: Navigating a Perfect Storm of Tax Complexity

An executive briefing on how financial services firms can reduce the risks and costs of tax management.

A perfect storm of increased tax complexity is descending on broker-dealers of all sizes across the globe. This paper explores how to address the convergence of accelerated government regulations, increased tax reporting requirements, and growing client demands that significantly increase firms’ risks and costs.