I am a financial advisor. Can I download Quadro Forms and help file for my clients
I am a financial advisor in the state of Georgia. I am also licensed in South Carolina. My clients lives in South Carolina and are divorced. The divorce settlement states the percentage of how they will divide husbands 401(k) retirement plan. Can I as a financial advisor download the Quadro Forms and help my clients fill them out and help them file for the Quadro instead of them going through an attorney?
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