Client Management Information Tax Planning 
Harness Wealth
MARCH 14, 2025
Many firms use unencrypted email or physical drop-offs to receive sensitive tax data, leaving confidential information exposed to possible breaches. The increasing threats of cybercrime make it essential for tax advisors to adopt safer methods for handling client information. hours per client in onboarding alone.”
Harness Wealth
MAY 2, 2025
Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect. Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61
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FMG
OCTOBER 6, 2022
Redtail — Redtail CRM is a web-based, full-featured, and easy-to-use client management solution built for financial advisors. Learn more about how Redtail and FMG Suite work hand-in-hand to help you target your ideal clients and develop strong relationships. Consolidate all your data so it’s centralized and accessible.
Harness Wealth
SEPTEMBER 23, 2024
The Challenge: Tax Firms and CPAs Struggle to Expand Client Relationships Today, there is a significant opportunity for tax practices and CPAs to expand and deepen their tax-client relationships by offering more valuable, long-term services, including comprehensive tax planning.
International College of Financial Planning
JULY 10, 2023
Understanding the Role of a Certified Financial Advisor An investment or certified financial advisor is a financial professional who provides guidance and recommendations to clients regarding their investment portfolios. They help clients manage their financial aspects and develop customized strategies based on their needs.
Harness Wealth
MAY 2, 2025
Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect. Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61
WiserAdvisor
JUNE 2, 2023
There are several kinds of financial advisors, including financial planners, retirement planners, portfolio managers, insurance agents, wealth managers, accountants, investment advisors, robo- advisors, stockbrokers, and more. The algorithm then generates suitable recommendations based on the information shared by you.
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