The SDDco Client Update
The SDDco Client Update is an action oriented email prepared in-house, tailored to client needs, and sent as an adjunct to our online newsletter. Verified newsletter subscribers receive our Client Update once each month.
The SDDco Client Update is intended to provide general information only. It is not intended as, and should not be taken as, financial, tax, accounting, legal, consulting or any other type of advice specific to you or your firm. Users of the SDDco Client Update should not act or refrain from acting on the basis of information provided on the sddco.com website. Always check with your accountant and/or attorney.
Supplemental Statement of Income (SSOI) Timetable New FINRA Rule 4524 requires members to file an SSOI within 20 business days of the end of each quarter. The SSOI is designed to give more details on the revenue and expense line items on the FOCUS report. The next SSOI filing is due January 30, 2013 (for