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Advisory

Applied Behavioral Economics
Blockchain Accounting & Tax Services
Business Technology Consulting
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Employee Retention Credit Services
Enterprise Risk Management
Financial Consulting
International
Litigation Support and Forensic Accounting Services
M&A Advisory and Brokerage Services
Main Street Lending Program
PPP Loan Assistance for Borrowers
PPP Loan Services for Banks
Provider Relief Fund
Retirement Plan Services
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Treasury Optimization Services

Audit & Assurance

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Non-Financial Assurance
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State and Local Tax (SALT)
Business Tax Credits and Incentives Consulting

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Wealth Management

Outsourced Accounting

Aprio Cloud
Managed Accounting Solutions

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Aprio Wealth Management, LLC Disclosures
Do Not Sell My Info

"Advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Securities are offered through Purshe Kaplan Sterling (“PKS”) Investments, Inc., member of FINRA/SIPC. Aprio Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. are separate and unaffiliated. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here."

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