Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Harness Wealth

MARCH 14, 2025

Without a secure system in place, firms face the risk of hacked email accounts, lost or misplaced documents, and even compliance violations with the IRS and financial regulations. The increasing threats of cybercrime make it essential for tax advisors to adopt safer methods for handling client information.

Taxes 52

Taxes Compliance Tax Planning Clients 52

Harness Wealth

SEPTEMBER 23, 2024

Key Takeaways: Too many tax practices are bogged down in commoditized administrative tasks and compliance work, making it challenging to cross-sell services to expand client relationships. The more a firm can either automate processes or outsource tasks, the more time it’ll have to build deeper client relationships.

Taxes 52

Taxes Clients Compliance Tax Planning 52

Harness Wealth

MAY 9, 2025

Most importantly, tax practices are built on strong client relationships and specialized knowledge. In this article, well examine the key considerations of tax practice succession planning, from initial preparation to a strategic exit, and how best to secure your firm’s continued success.

Taxes 52

Taxes Planning Accounting Clients 52

Harness Wealth

MAY 9, 2025

Most importantly, tax practices are built on strong client relationships and specialized knowledge. In this article, well examine the key considerations of tax practice succession planning, from initial preparation to a strategic exit, and how best to secure your firm’s continued success.

Taxes 52

Taxes Accounting Planning Clients 52