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Maximizing Health Savings Accounts (HSAs) Tax Benefits With Adult Children Under Age 26

Nerd's Eye View

Health Savings Accounts (HSAs) are one of the most popular savings vehicles because of their triple-tax advantage: account owners can take an above-the-line tax deduction for eligible contributions, growth in the account is tax-deferred, and withdrawals are tax-free if they are used for qualified healthcare expenses.

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Billing on Held-Away Accounts: Unveiling the Perfect Union of AdvicePay and Pontera

AdvicePay

Are you aware that you have the capability to streamline billing on held-away accounts using AdvicePay and Pontera? Pontera empowers you with the tools to efficiently manage held-away accounts, while AdvicePay offers a comprehensive billing solution designed specifically to invoice clients for your advisory services.

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The Fed's Financial Accounts: What Are Uncle Sam's Largest Assets?

Advisor Perspectives

Without recourse to your text, your notes, or a Google search, what line item is the largest asset in Uncle Sam's financial accounts? Official Reserve Assets B) Total Mortgages C) Taxes Receivable D) Student Loans

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Onboard with Accounting For Good

Accounting for Good

Getting onboard with Accounting For Good improves your day to day processes and ensures high-performance support. Contact Us Today | AFG

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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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The Mental Accounting of Asset Allocation

A Wealth of Common Sense

I’m currently maxing out my 401k, Roth IRA, and have roughly $45k in a taxable brokerage account. Via my company’s ESOP, my company’s stock has become 20% of my brokerage account even after selling a good chunk steadily over the past several years. A reader asks: I’m a 30 year old living in Brooklyn making $175/year.

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Altruist Eliminates Portfolio Accounting Software Fee for Custody Clients

Wealth Management

That gives the firm’s RIA custody clients free access to performance reporting, fee billing, portfolio rebalancing, a client portal and portfolio accounting software.

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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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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART.

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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.