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Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage

Nerd's Eye View

Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses.

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A Managed Accounts Case About More Than Managed Accounts

Wealth Management

sends favorable message to advisors on managed accounts in retirement plans, highlighting key distinctions. Court dismissal of Hanigan v. Bechtel Global Corp.

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What types of accounts can I rollover into?

Getting Your Financial Ducks In A Row

Photo credit: jb When you have money in several accounts and you’d like to have that money consolidated in one place, the question comes up – Which type of account can be tax-free rolled over into which other type of accounts? The post What types of accounts can I rollover into? This is known as a Roth Conversion.

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Edward Jones Doubles SMAs on Managed Account Platform, with Further Expansion Planned

Wealth Management

Edward Jones adds 53 SMAs to its platform, aiming to triple strategies by 2025. The move enhances customization options for financial advisors.

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Demo SkyStem’s Award Winning Month-End Close Solution & Earn $100

SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.

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DOL Opens Door for Crypto in 401(k)s

Wealth Management

The Department of Labor rescinded its 2022 guidance cautioning against cryptocurrency in 401(k) plans, reaffirming a neutral stance on digital assets in retirement accounts.

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Recognizing Emotionally Invested Team Members And Nurturing “Emotional Ownership” For A More Resilient Firm

Nerd's Eye View

Mentoring legal owners to fully embrace their roles can also guide them toward greater accountability and leadership within the firm. Additionally, fostering accountability across the firm – through regular performance reviews and recognizing contributions – helps motivate both owners and non-owners.

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Book of Secrets on the Month-End Close

Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process. Field of Study: Accounting. Recommended CPE: 1 CPE. Program Cost: $0.

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Perfecting the Close Checklist

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Field of Study: Accounting. Let’s rediscover the power of reconciling the balance sheet, the best way to approach the work, and the pitfalls to avoid when preparing or examining reconciliations. 1 CPE credit will be provided for qualifying participants. Recommended CPE: 1 CPE. Program Cost: $0. Program Knowledge Level: Overview.

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Fall In Love With the Month-End Close

Field of Study: Accounting. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Recommended CPE: 1 CPE. Program Cost: $0. Program Knowledge Level: Overview.

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Live Demo - Supercharge your Month End Close

Field of Study: Accounting. Recommended CPE: 1 CPE. Program Cost: $0. Due to this program being offered free of charge, there will be no refunds issued. Program Knowledge Level: Overview. Prerequisite: None.

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Operational Strength Starts with People: The New Rules of Finance Leadership

Speaker: Melissa Hurrington

Learn how to embed psychological safety, align on accountability, and lead with clarity because success now demands more than execution. 🧠 Cultivate Clarity and Trust: Foster psychological safety and accountability at once. 🧠 Cultivate Clarity and Trust: Foster psychological safety and accountability at once.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

This isn’t a dry accounting lesson—it’s a dynamic session designed to help you decode your numbers and turn financial data into a strategic advantage! Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success.

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The Financial Leaders Playbook: How To Deliver Insight, Oversight, And Foresight

Speaker: Chandra McCormack, CPA, MBA, NACD.DC

You’ll leave with practical strategies to transform your department into the driving force behind business success.

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Digital Transformation's Impact on Account Opening for Banks

Digital transformation in account opening is the integration of streamlined processes to enhance the customer journey. Additionally, digital transformation reduces the amount of paperwork and manual labor involved in the account opening process.