Nerd's Eye View

JULY 12, 2022

Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Nerd's Eye View

MAY 31, 2024

Going beyond FPA’s existing PlannerSearch tool, the narrowed-down list is meant to help consumers identify a focused subset of the most reputable planners.

Financial Planner 238

Financial Planner Ethics Taxes Financial Advisor 238

Harness Wealth

MARCH 14, 2025

For many small tax firms, the process of collecting client tax documents can be a time-consuming and a prolonged process. The good news is that technology solutions, like Harness, can streamline document collection and transform the way tax professionals work.

Taxes 52

Taxes Compliance Tax Planning Clients 52

Abnormal Returns

SEPTEMBER 26, 2022

Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. morningstar.com) Michael Kitces and Carl Richards talk about repurposing lessons from clients for content. riabiz.com) Compliance Many clients want to text with their adviser. Make sure you do so in a compliant fashion.

Tax Planning 130

Tax Planning Startup Compliance Financial Planning 130

Harness Wealth

APRIL 16, 2025

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one.

Startup 52

Startup Taxes Tax Planning Transportation 52

Harness Wealth

APRIL 17, 2025

Your home office must serve as either your principal place of business, a space for meeting clients, or exist as a separate structure dedicated to business activities. Understanding these limitations and planning accordingly can help maximize QBI benefits while maintaining compliance with IRS regulations.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Carson Wealth

JULY 3, 2024

Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Get Help with Tax Planning Tax planning is a critical component of financial management.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Harness Wealth

NOVEMBER 27, 2023

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)?

Accounting 59

Accounting Clients Compliance Taxes 59

Midstream Marketing

DECEMBER 6, 2024

Explore how to reach potential clients by using educational content and CRM systems. It helps them connect with clients and grow their business. You will find tips to improve your online presence, attract more clients, and create successful campaigns. Clients now want financial advice online.

Marketing 52

Marketing Marketing Media Engineering 52

Harness Wealth

APRIL 30, 2025

An IRS audit is a formal review of your financial records to verify their accuracy and compliance with tax laws. They receive copies of W-2s from employers, 1099s from clients, and other income-reporting documents. While FinCEN handles FBAR filings, the IRS enforces compliance for both.

Compliance 52

Compliance Taxes Accounting Consulting 52

Harness Wealth

SEPTEMBER 23, 2024

Key Takeaways: Too many tax practices are bogged down in commoditized administrative tasks and compliance work, making it challenging to cross-sell services to expand client relationships. The more a firm can either automate processes or outsource tasks, the more time it’ll have to build deeper client relationships.

Taxes 52

Taxes Clients Compliance Tax Planning 52

Inside Information

JANUARY 31, 2025

Depending on a firms tech strategy, she wrote, advisors may have to log in to the CRM, custodian, portfolio accounting, planning software, tax planning software, estate planning software, social security maximizer software, etc.,

Risk Tolerance 40

Risk Tolerance Consulting Estate Planning Wealth Advisor 40

Harness Wealth

SEPTEMBER 18, 2024

If you’re thinking, “But my clients are high-net-worth…many more have an estate plan.” These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions. What do these numbers tell us?

Taxes 52

Taxes Clients Planning Estate Planning 52

Sara Grillo

JUNE 7, 2024

“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. It depends on how high you go, but in some cases these types of clients function more as institutions than an as individuals – and their needs reflect that. How do I meet them?” That is the first step.

Financial Advisor 52

Financial Advisor Clients Executive Compensation Compliance 52

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. Content marketing is a great strategic approach to find potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Harness Wealth

DECEMBER 30, 2024

The key differences between 83(i) and 83(b) elections The benefits and risks of an 83(i) election The eligibility criteria for an 83(i) election How to file an 83(i) election 83(i) compliance requirements for companies Is an 83(i) election right for you? What is an 83(i) election?

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Sara Grillo

OCTOBER 21, 2022

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. A financial paraplanner is a junior wealth management professional who supports the research, operations, and client service activities of a financial planner. Was this helpful?

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Harness Wealth

OCTOBER 5, 2023

From quarterly estimated tax planning to equity compensation and crypto tax planning, diversifying your service offerings can not only set you apart from the competition, it can also help you significantly grow your revenue and retain clients.

Taxes 59

Taxes Tax Planning Accounting Clients 59

Diamond Consultants

MAY 24, 2022

Many advisors cite “improving client service” as the catalyst for a move—but knowing what the real impact will be is critical. But ultimately, most will share that the quest to deliver more – and better – service for clients drove them to make the leap. No doubt, every advisor wants to improve their ability to grow the business.

Clients 52

Clients Compliance Communication Investments 52

Tobias Financial

DECEMBER 12, 2022

Lonnie will serve as our Director of Tax Services and will lead all tax-related operations for our wealth management and financial planning clients. . Lonnie brings over 10 years of personal tax and accounting experience with a specialty in tax compliance, both domestic and international.

Wealth Management 52

Wealth Management Tax Planning Financial Advisor Compliance 52

Indigo Marketing Agency

MARCH 24, 2023

As a financial advisor, building a robust network of referral sources is key to growing your business and delivering high-quality service to your clients. A Broader Perspective on Financial Planning: Financial planning and tax planning are so closely related that clients expect you to have contacts who are CPAs.

Financial Advisor 52

Financial Advisor Tax Planning Clients Taxes 52

Harness Wealth

MAY 12, 2025

Perception of the profession The tax profession also suffers from an image problem in the eyes of younger generations. Stereotypes of long hours spent on tedious compliance work tend to overshadow the intellectual challenges, problem-solving opportunities, and the potential for strategic advisory roles within the field.

Taxes 52

Taxes Compliance Accounting Numbers 52

Harness Wealth

JANUARY 10, 2025

Additionally, understanding the specific tax implications of staking rewards, mining income, and crypto-to-crypto trades will help you avoid any unexpected liabilities. Crypto investors should consult a tax professional to ensure full compliance with IRS regulations. Do You Need an LLC to Claim Tax Write-Offs?

Taxes 52

Taxes Assets Media Education 52

Diamond Consultants

AUGUST 9, 2022

Many advisors dream of going independent for the freedom and flexibility to control their business, client service model, and bottom line. The notion of taking on the task of managing compliance, technology, HR, and finance is often what stops advisors from going independent. Support & Resources. The End Game: Succession.

Compliance 59

Compliance Recruitment Clients Retirement 59

Harness Wealth

FEBRUARY 20, 2024

Once licensed, CPAs work in various settings including public accounting firms, corporate finance departments, and other financial companies offering services that span tax preparation and planning, auditing, and financial strategy.

Taxes 52

Taxes License Education Tax Planning 52

International College of Financial Planning

MARCH 31, 2023

Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth managers specialize in managing wealth and providing financial advice to their clients. Excellent analytical and problem-solving skills to help clients achieve their financial goals.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Sara Grillo

MARCH 22, 2024

California Kelly Nilsson Brava Financial Chris Randall www.axiscapmanagement.com Flat-fee monthly subscription based financial planning for millennials and first-time investors. James Schwarz www.ClearRetirementAdvice.com Flat fee; to be more precise — Equal Flat Fee (every client pays the same amount).

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

International College of Financial Planning

OCTOBER 5, 2021

This isn’t an ordinary job but one that would test your analytical ability every single day.Though you’d be aided by tons of data and dozens of tools, you will need to use your knowledge in finance and apply that in unique ways to get desired results for your clients. Investments, tax planning, retirement planning is a dynamic field.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

Carson Wealth

NOVEMBER 3, 2022

For example, a client of mine once donated valuable manuscripts to a university and received a sizable tax deduction. The benefit again with these nontraditional assets is you will receive the entire value as a tax deduction without having to absorb the capital gains tax you otherwise would owe.

Taxes 98

Taxes Distribution Accounting Nonprofit 98

Harness Wealth

OCTOBER 23, 2023

If you’re a CPA who works with clients on more than just annual tax returns, you’re likely already providing accounting advisory services. We’ll also introduce you to Harness Tax’s accounting practice management platform, and how it, too, can be the catalyst for your accounting firm’s growth.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Harness Wealth

SEPTEMBER 18, 2023

In addition, large tax firms have a hierarchical structure that leads to incredible competition, especially as you work towards the partner tier. The Solo Path: Opportunities and Challenges Embarking on a solo path or establishing a small tax firm opens up a realm of opportunities, but not without challenges of its own.

Taxes 59

Taxes Accounting Clients Management 59

Fortune Financial

SEPTEMBER 25, 2023

Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting. While they may not be exclusively wealth managers, their expertise in tax matters can be invaluable in managing your taxes efficiently. Retirement Planning Retirement planning is a primary focus for many clients.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Harness Wealth

MAY 18, 2023

For clients, the results are unclear. New investors may translate into capital investments enhancing client experiences, though higher prices may come with it. Small firms will have to find ways not only to stay competitive for retention of existing clients but also the wherewithal to win new ones in an evolving market.

Taxes 52

Taxes Wealth Advisor Marketing Marketing 52

Harness Wealth

MAY 9, 2025

Successful tax advisory practices dont happen by chancetheyre the result of many years’ worth of hard work. Most importantly, tax practices are built on strong client relationships and specialized knowledge. Succession planning for tax practices, therefore, is as delicate a process as it is important.

Taxes 52

Taxes Planning Accounting Clients 52

Fortune Financial

SEPTEMBER 25, 2023

Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting. While they may not be exclusively wealth managers, their expertise in tax matters can be invaluable in managing your taxes efficiently. Retirement Planning Retirement planning is a primary focus for many clients.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Midstream Marketing

NOVEMBER 6, 2024

It builds trust with potential clients. When advisors share valuable content for a specific target audience, they can attract new clients. Financial advisor marketing through content marketing is a great way to attract potential clients. It helps potential clients understand tough financial topics.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Harness Wealth

MARCH 17, 2023

These changes may affect your overall tax liability, depending on your income and the specific DeFi activities you engage in. It is essential to stay informed about these updates and adjust your tax planning strategies accordingly.

Taxes 59

Taxes Government Assets Accounting 59