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The Latest In Financial #AdvisorTech (October 2023)

Nerd's Eye View

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

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Adviser links: technical skill

Abnormal Returns

(bloomberg.com) Charitable giving strategies are as varied as the client. cnbc.com) Startup 401(k) provider Blooom has abruptly closed its doors. riabiz.com) Communication Having a public presence can be scary for advisers. wealthmanagement.com) Should you write your clients an annual letter? Here are 101 action items.

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The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders

Brown Advisory

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders ajackson Tue, 10/12/2021 - 08:00 The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. for seven years, and your basis is $1 million.

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The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders

Brown Advisory

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders. The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. For example, let’s say you’ve owned qualifying stock in Startup Co.

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Client Accounting Services: A Guide for CPAs

Harness Wealth

Within the accounting profession, Client Accounting Services (CAS) has emerged as a pivotal offering for entrepreneurial CPAs wishing to help their clients with more than just annual tax filings. Table of Contents What are Client Accounting Services (CAS)? What are Client Accounting Services (CAS)?

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The Latest In Financial #AdvisorTech (November 2022)

Nerd's Eye View

As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.

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Building an Interconnected Technology Future with Ainslie Simmonds

Steve Sanduski

Perhaps more importantly, I don’t think tech has freed the typical advisor to focus more of their time on building client relationships and delivering human advice. And ultimately, it’s the human to human conversation that generates the true value in a financial advisor-client relationship.

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