Clever Girl Finance

JULY 8, 2024

All you need are a few tools, a good work ethic, and an entrepreneurial spirit. When I became a freelance writer, I really enjoyed the freedom with my time, as well as the ability to set my own prices and find clients I wanted to work with. For example, I could choose to go out and get my own clients from the start.

Clients 98

Clients Advertising Media Planning 98

Harness Wealth

MARCH 5, 2024

Some tax advisors may have different hourly rates for different types of services based on client type and complexity. This enables advisors to set minimum fees for clients and add on fees as more services are needed. A CPA may charge $1,250 for a household’s tax return with two W2s, startup equity income, and investment transactions.

Taxes 52

Taxes Tax Planning Ethics Education 52

Harness Wealth

FEBRUARY 20, 2024

Many states require an ethics exam covering professional conduct and accounting rules, ensuring that CPAs are equipped to handle ethical situations during their career. The exam covers a wide array of tax topics, including tax preparation for individuals and businesses, client representation, and tax practice and procedures.

Taxes 52

Taxes License Education Tax Planning 52

Brown Advisory

SEPTEMBER 6, 2022

At the end of the day what is the difference to the client of a barrel of oil from Royal Dutch Shell or one from BP? There is also the gnarly issues on ethics and relative competitive risks – will all actors globally follow this ethical mindset?

Investing 52

Investing Investments Insurance Ethics 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. When our clients want to include mission-driven investments in a portfolio, it adds another dimension of goals and priorities to the discovery exercise.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. In our work with all of our endowment and foundation clients, we follow a disciplined process to ensure that we: Discover and fully understand the nonprofit’s long-term objectives.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. By the client. And my, my son and I were walking here to the studio.

Planning 157

Planning Clients Investing Investments 157

The Big Picture

JUNE 10, 2025

And, and you probably know Bruce, but you know, for people listening, Bruce founded PowerShares originally, which was a, which was a startup ETF business. I was just parroting this article, and at the time the article started with Startup Power shares next to the petting zoo in Wheaton, Illinois. And this is really interesting.

Assets 144

Assets Management Portfolio Investing 144

The Big Picture

MAY 2, 2023

But there were a lot of other purveyors of watches that really were not super, super ethical folks. I still think it is a startup, but it’s a startup where there’s a trail that’s been blazed. RITHOLTZ: Let’s put a little asterisk on that one, and we’ll circle back. CLYMER: That’s a good one.

Retail 167

Retail Insurance Numbers Advertising 167

Harness Wealth

JANUARY 17, 2025

They vary in expertise, specializations, and how they work with clients. Find out if they focus on small businesses, startups, equity compensation, or specific industries, and if not, if they might be able to refer you to the firm best suited to meet your needs. As a potential client, start by knowing what you are looking for.

Taxes 52

Taxes Certification Ethics Communication 52

The Big Picture

DECEMBER 24, 2024

These are ethically compromised executives who are just hell bent on increasing profits by any means necessary. Dana Mattioli : Well, Amazon, you know, they started as this against all odds grudge startup. I mean, you know, it’s a tough world ethic. And these are not nice people. Its culture, its tactics. Toughen up.

Retail 130

Retail Advertising Taxes Numbers 130