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Kitces & Carl Ep 135: Do Experienced Financial Planners Have A Professional Obligation To Create Job Opportunities For The Next Generation?

Nerd's Eye View

Advisor Metrics, Cerulli Associates predicts that 37.5% (or nearly 110,000) of financial advisors will retire over the next 10 years. In its most recent report on U.S.

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Professional services require documentation that shows a direct benefit to your business, supported by contracts or engagement letters. For specified service businesses in fields such as healthcare, law, accounting, and financial services, income thresholds introduce phase-outs that may reduce or eliminate the deduction altogether.

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