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The Hidden Costs of Manual Tax Document Collection—And How to Fix It

Harness Wealth

The hours spent managing administrative tasks , following up on missing paperwork, and ensuring compliance take away from time that could be spent on higher-value tax planning services. Another key benefit of technology-driven solutions is secure, centralized document management. hours per client in onboarding alone.”

Taxes 52
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Preparing for the TCJA Sunset: What Tax Advisors Need to Know

Harness Wealth

Given the widespread tax consequences of the TCJAs sunset, were going to explore the specific provisions that are set to expire, outline essential tax planning strategies to help reduce the impact of the upcoming tax increases, and look at how platforms like Harness can help tax advisors manage the TCJAs sunset more effectively.

Taxes 52
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The 3-Part Solution for Expanding Tax Client Relationships

Harness Wealth

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.

Taxes 52
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Why a CRM for Financial Advisors is Critical For Growing Your Business

FMG

CRM stands for Customer Relationship Management and is a technology used to manage your advisory’s relationships and interactions with clients. Whenever CRM is mentioned, it’s usually in reference to a tool that can manage customer relationships across an entire lifecycle. What are some advantages of a CRM?

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CFP® Challenge Pathway: An Opportunity to Reserve a Successful Career in Finance

International College of Financial Planning

This ensures that you emerge as a well-rounded financial advisor capable of offering clients top-notch advice on personal finance, tax planning, investment management, retirement planning, and more. Investment Advisor: Help clients build and manage their investment portfolios for optimal returns.

CFP 52
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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

How Investment Advisors Play a Significant Role in Managing Finances? 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.

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Preparing for the TCJA Sunset: What Tax Advisors Need to Know

Harness Wealth

Given the widespread tax consequences of the TCJAs sunset, were going to explore the specific provisions that are set to expire, outline essential tax planning strategies to help reduce the impact of the upcoming tax increases, and look at how platforms like Harness can help tax advisors manage the TCJAs sunset more effectively.

Taxes 52