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New RMD Rules For Spousal Beneficiaries Of Retirement Accounts With SECURE 2.0’s “Spousal Election” Option

Nerd's Eye View

Among all the different types of retirement account beneficiaries, those who are the surviving spouse of the original account owner receive the most preferential tax treatment when it comes to distributing the account's assets after the owner's death. But the SECURE 2.0

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Multiple Jobholders Account for 5.3% of All Employed

Advisor Perspectives

Multiple jobholders account for 5.3% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.

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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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Health Savings Accounts – The Other Retirement Plan

The Chicago Financial Planner

Health savings accounts (HSA) provide another vehicle to save for retirement. Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer. HSA accounts can only be used in conjunction with a high-deductible health insurance plan. How the HSA works .

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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.

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Multiple Jobholders Account for 5.3% of All Employed

Advisor Perspectives

Multiple jobholders account for 5.3% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.

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Unlocking the Power of Health Savings Accounts (HSAs)

MainStreet Financial Planning

One powerful but often overlooked tool is the Health Savings Account (HSA). Whether you’re new to HSAs or looking to optimize your existing one, this guide will break down everything you need to know about these tax-advantaged accounts. What is an HSA? – $8,300 for families.

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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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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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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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Putting the ‘Tech’ in Spend Management Techniques

Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker

In this webinar, Wayne Spivak will share techniques applicable to not only spend management and GAP analyses, but a wide range of accounting topics, to show you how to go from your company’s current state to the state of the future your company wants and needs. June 6th, 2023 at 9:30 am PDT, 12:30 pm EDT, 5:30 pm BST

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Back to Basics with Reconciliations

Field of Study: Accounting. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements. Recommended CPE: 1 CPE. Program Cost: $0. Due to this program being offered free of charge, there will be no refunds issued. Prerequisite: None.

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The CPA Firm Growth Strategy: From Compliance to Consulting

Speaker: Rita Keller - President of Keller Advisors, LLC

You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You're known as the “go-to” person when a client is faced with tax and financial decisions. You have a very successful firm -- but that’s not enough.