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AI Meeting Notes Tools For Financial Advisors: Solo Productivity Vs Associate Advisor Development?

Nerd's Eye View

Instead, it's being allocated to far more specific – but still very relevant and helpful – use cases that don't replace professional service providers and instead simply leverage their time to be even more efficient. For which industry-specific providers are building the entire advisor-CRM-integrated workflow.

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Professional services require documentation that shows a direct benefit to your business, supported by contracts or engagement letters. This deduction applies specifically to space used exclusively and regularly for business activities, creating a clear separation between personal and professional areas within your home.

Taxes 52
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Tax Filing Errors Freelancers & Contractors Often Overlook

Harness Wealth

A key first step is creating a clear, written contract with each client, explicitly stating your status as a freelancer or independent contractor. Legally, your clients are only legally required to issue a 1099-NEC for payments exceeding $600. You need to actively inform the IRS of your new status. How do I pay self-employment tax?

Taxes 52
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Why Custom WordPress is the Best Choice for Financial Advisor Websites?

Midstream Marketing

Like any other business or professional service, financial advisors’ number one priority has become having a strong online presence. A well-designed website not only boosts credibility but also effectively attracts potential clients.

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Sales Funnels for Financial Advisors: Creating Your Digital Lead Machine

Indigo Marketing Agency

Sales funnels are essential for financial advisors looking to turn casual website visitors into loyal clients—but the internet isn’t exactly designed to help. But how can we pump up the persuasion and turn your professional service into more than just an idle web page they glanced at for 12 seconds?

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Pros and Cons of Using Tax Preparation Software

Harness Wealth

While software options can cost anywhere up to $100 for individual returns (with many being free), professional tax preparers charge anywhere from $200 to $600 or more, making software an economically attractive choice for many taxpayers. The financial safety net provided by tax software companies also rivals that of professional services.

Taxes 52
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Transcript: Neil Dutta, RenMac

The Big Picture

I Barry Ritholtz : Love the word filler ’cause it’s literally all it is 00:11:55 [Speaker Changed] And, and, and there is some important, I mean, I do think it’s important for clients to kind of see that continuity, but it doesn’t have to be some written product. I mean, from the perspective of your client.

Economics 157