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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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Axos, Envestnet Clearing Partnership to Support Advanced Managed Account Services

Wealth Management

When completed, the integration will allow Axos client firms access to Envestnet’s menu of managed account offerings.

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Merchant Invests in CPA to Offer Tax, Accounting Services to RIA Network

Wealth Management

The lifecycle investor has taken a minority stake in Venning Advisors, a full-service tax and accounting services firm.

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Fidelity, Envestnet Increase Collaboration On Managed Accounts

Wealth Management

Improvements and integrations to the custodian's FMAX platform, and Envestnet's Insurance Exchange are among the updates to rollout.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? This session will cover critical best practices and process improvements tailored specifically for accounting professionals. Learn actionable strategies to enhance efficiency, reduce errors, and leverage technology for smarter workflows.

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Cerity Acquires California Accounting Firm

Wealth Management

The deal with Fishman Block + Diamond will expand Ceritys tax advisory capabilities in the Los Angeles area.

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Thursday links: analysts and accountants

Abnormal Returns

Markets The energy sector is still less than 4% of the S&P 500. allstarcharts.com) What are to make of the big, and persistent, valuation disparities between large and small caps. morningstar.com) Strategy Good luck trying to dial risk up and down at the right times. collabfund.com) Expect to see some overconfidence tonight in Detroit.

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How to Avoid Pitfalls In Automation: Keep Humans In the Loop

Speaker: Erroll Amacker

From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. This session is your playbook to get automation right.

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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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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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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.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets.