CFP Taxes White Paper 
Nerd's Eye View
NOVEMBER 1, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)
Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Brennan’s experience is indicative of many young advisors working in the RIA space. The newly minted CFP, who had worked as a personal finance instructor with the U.S. Related: $2.2B
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Investing Caffeine
MARCH 3, 2025
We were honored to have our white paper on the cryptocurrency market published by the California Business Journal last month. No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision.
Nerd's Eye View
JANUARY 10, 2023
What's unique about Lisa, though, is how, by digging deeper into an existing firm niche focus of Coca-Cola employees and talking extensively with employees there about their common needs and issues that affected their financial goals, she began to write white papers for them, which was so successful in building her reputation and expertise – (..)
Walkner Condon Financial Advisors
AUGUST 13, 2022
Both 401(k)s and IRAs are Tax-Advantageous Accounts. The short answer is that they are tax-advantageous vehicles that can help you get to your retirement goals. These types of retirement accounts can be tax-deferred or have tax-free growth characteristics. Before highlighting a few differences, let’s chat about the why.
FMG
JULY 13, 2023
On the financial advisor landing page of Simon Quick Advisors , they have included white papers to drive more leads, and the benefits of the guide are stated above. Spell it out for them in a way that is easy to digest so that they can see what they will be receiving by giving out their name, email address, etc.
Tucker Advisors
SEPTEMBER 8, 2021
The 401(k) often offers a traditional pre-taxed account and a post-taxed Roth account, with both sourced in a blend of stock and bond options the employee must choose and maintain with the appropriate risk tolerance until retirement. Within these categories, we look at four main things: income, growth, liquidity and tax efficiency.
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