Remove Assets Remove License Remove Presentation
article thumbnail

#FA Success Ep 309: Leveraging Structured Notes To Differentiate A Highly-Leveraged $300M Solo Practice, With Anh Tran

Nerd's Eye View

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

article thumbnail

Tax Advisor Weekly – April 4, 2025

Harness Wealth

How to Anticipate and Navigate Property Tax Scenarios for Businesses ( Carl Hoemke , CPA Practice Advisor) Property taxes and business license compliance present a complex landscape, especially when significant business events involving mergers, acquisitions, or expansion occur. Wrappe, J.D., billion in restitution for crime victims.

Taxes 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

All the Tax Benefits You Need for Your Small Business

Harness Wealth

Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations.

Taxes 52
article thumbnail

Top Indian Stocks Held By Vanguard Group – Portfolio Analysis

Trade Brains

trillion in global assets under management. At present the company has two subsidiaries i.e., Phoenix Industries Ltd and Phoenix Cement Ltd. Zee earns money through advertising, subscription services, content licensing, theatre productions, music licensing, and movie distribution. Market Cap (Cr) 45 EPS (TTM) 1.32

article thumbnail

List of Financial Advisors for small accounts

Sara Grillo

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I have no formalized business relationship with any of the firms listed on this list at the present time.

article thumbnail

DLF Land Grab Case – Modus Operandi, Accused and Outcome

Trade Brains

In this article, we will cover how the case came into the limelight, the full picture, how was it committed, and the present progress. To have a perspective, consider this: Bhupinder Hooda’s regime licensed 24,825 acres of land during his 10-year tenure as CM from 2004 to 2014. ED attaches assets of Vadra and Hooda.

License 52
article thumbnail

Is There an RIA Tech Stack Recipe?

eMoney Advisor

Owning licenses or subscriptions to software systems automatically grandfathers you into usage. To ensure your technology remains an asset to your business, keep these quick tips in mind as you navigate ways to optimize your technology tools. Remember that mirror we were using as we determined technology priorities? Usage is easy.