Nerd's Eye View

JULY 17, 2023

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it.

Ethics 198

Ethics Financial Advice CFP Financial Advisor 198

Harness Wealth

MARCH 5, 2024

Tax advisors, and other tax professionals , offer services from preparing and filing annual tax returns to comprehensive tax strategies that help minimize taxes and preserve wealth over time. In this guide, we’ll explore the average fees of tax advisors in the US for 2024.

Taxes 52

Taxes Tax Planning Ethics Education 52

Clever Girl Finance

NOVEMBER 16, 2022

When you're wondering how long to keep financial records, there are documents that you will need to keep forever “just in case” they are needed. These are important documents, and there are varied reasons why you could need them. The documents that you need to file with the local registrar may also be available online.

Certification 87

Certification Taxes Insurance Banking 87

Clever Girl Finance

NOVEMBER 20, 2023

Do beneficiaries pay taxes on 401k inheritance? How to handle estate and legal matters after a death If your loved one had a medical condition or was on hospice, you may already have their estate planning documents—such as a will—in your possession. For now, it’s best to keep any documents you find, even if they seem insignificant.

Certification 82

Certification Accounting Insurance Planning 82

Carson Wealth

JULY 12, 2022

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. Investment adviser representatives (IARs) who charge clients fees are also required to take their licensing exams, among many other legal requirements. .

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Clever Girl Finance

JUNE 27, 2023

Although you’d still crush it with certifications and experience on specific programs such as Microsoft or Oracle. Their duties also include managing payroll and working with an accountant or tax preparer to file the company’s tax return. Accountant Accountants balance a business’s books and file tax returns.

Certification 81

Certification Recruitment Engineering Media 81

Brown Advisory

APRIL 28, 2020

Documentation Preparedness Banks should now be in a position where they are facilitating applications. Unlike PPP loans, MSLP loans are not eligible for forgiveness, but a borrower may apply for both a PPP and MSLP loan.

Nonprofit 52

Nonprofit Banking Taxes Economics 52