Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. The maximum penalty for unintentional failure to file a timely FBAR is $12,921 for each tax year the FBAR goes unfiled!

Accounting 100

Accounting Compliance Taxes Banking 100

Sara Grillo

MARCH 13, 2023

This episode we’re going to be talking about 2023 ETF trends and I thrilled to have some of industry’s most knowledgeable people here to rap about it all: Nate Geraci , host of ETF Prime podcast and President of the ETF Store, and Phil Bak , founder of Armada ETFs. Will 2023 be the year for physical gold ETFs? Was this helpful?

Financial Advisor 59

Financial Advisor Assets License Management 59

Sara Grillo

NOVEMBER 8, 2022

You should get this run by compliance before publishing any of this text. You should ask compliance for them. Please view my Code of Ethics here (insert hyperlink). January 11 th , 2023. February 8 th , 2023. March 8 th , 2023. April 12 th , 2023. May 10 th , 2023. June 14 th , 2023.

Compliance 52

Compliance Financial Advice Wealth Management Ethics 52

Sara Grillo

JUNE 24, 2024

This correction was updated in 2020 with AG 49A and again in May 2023 with AG49B. This is an expose of the entire universal life insurance industry and his decade-long research project to save millions of consumers and their lapsing policies makes him one of our country’s most important and ethical whistleblowers.

Insurance 59

Insurance Math Financial Advice Compliance 59

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. The maximum penalty for unintentional failure to file a timely FBAR is $12,921 for each tax year the FBAR goes unfiled!

Accounting 52

Accounting Compliance Taxes Banking 52

Sara Grillo

JANUARY 9, 2023

The goal of the Transparent Advisor Movement is to create the country’s best financial advisors – the most ethical, effective, and successful financial advisors that the industry has ever seen in its history. Our scheduled meetups are here: January 11 th , 2023. February 8 th , 2023. March 8 th , 2023. April 12 th , 2023.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Sara Grillo

DECEMBER 22, 2023

Ethical actions Low cost advisors Flat fee advisors Advisors for small accounts Advice only planners Hourly planners I can’t say it enough – you have to do your own research. 9 December 2023). Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. Sara G Sources Rostad, Knut. (9 9 Sept 2013).

Financial Advisor 52

Financial Advisor Fiduciary Duty Compliance Financial Advice 52