Harness Wealth

OCTOBER 23, 2023

Accounting advisory services are a suite of strategic planning offerings that extend beyond the realm of traditional tax return preparation and filing. While there may be some overlap, accounting advisory services should not be mistaken for traditional financial planning or for Client Accounting Services (CAS).

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Harness Wealth

MAY 8, 2025

Whether you are contemplating forming an LP or already operate one, gaining clarity on tax matters can optimize your financial outcomes and ensure compliance with state and federal regulations. Understanding these requirements is essential to maintain compliance and optimize tax outcomes.

Taxes 52

Taxes Tax Planning Compliance Planning 52

Brown Advisory

APRIL 20, 2022

The ambiguity surrounding securities levels is sometimes a point of frustration for NFP staff, especially in the valuing of less liquid, harder-to-ascertain level 2 and 3 assets. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Define the type of investments involved, (e.g.,

Investment Advisor 52

Investment Advisor Investments Investing Nonprofit 52

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Assets 173

Assets Management Portfolio Marketing 173

Midstream Marketing

AUGUST 13, 2024

Because of new rules and compliance needs, financial advisors must make sure their marketing activities meet industry standards. Common goals include getting new clients, increasing assets under management (AUM), and adding new services. A good marketing plan can be very helpful. They also need to see good results.

Financial Market 52

Financial Market Planning Marketing Marketing 52

Good Financial Cents

AUGUST 12, 2023

Understanding these rules or consulting a tax professional is vital to maximizing after-tax returns and compliance with tax laws. Investments like stocks may appreciate over time, generating not only regular income but also an increase in underlying asset value. For instance, rental income may be subject to specific property tax rules.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

Indigo Marketing Agency

MARCH 24, 2025

AI for Financial Advisors: From Automation to a Competitive Edge Artificial intelligence (AI) for financial advisors has evolved beyond just automating tasks to becoming a strategic asset. AI-powered tools are transforming various facets of advisory businesses, including client engagement, portfolio management, compliance, and more.

Financial Advisor 52

Financial Advisor Compliance Communication Wealth Management 52

Harness Wealth

APRIL 29, 2025

The state’s business-friendly structure has made it particularly appealing for establishing investment vehicles and managing alternative assets. South Dakota South Dakota has emerged as a preferred location for family offices managing alternative investments, thanks to its robust asset protection laws and absence of state income tax.

Taxes 52

Taxes Investing Investments Compliance 52

Harness Wealth

APRIL 29, 2025

The maze of tax rules around different investment vehicles requires understanding how various assets are treated for tax purposes. Whether dealing with stocks, mutual funds, real estate , or digital assets, each carries unique tax considerations that can preserve or erode hard-earned gains.

Taxes 52

Taxes Investments Investing Sales 52