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The Latest In Financial #AdvisorTech (October 2023)

Nerd's Eye View

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

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Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Darrow Wealth Management

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.

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Average Fees for Tax Advisors in 2024

Harness Wealth

Tax advisors, and other tax professionals , offer services from preparing and filing annual tax returns to comprehensive tax strategies that help minimize taxes and preserve wealth over time. In this guide, we’ll explore the average fees of tax advisors in the US for 2024.

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Saturday links: impromptu fun

Abnormal Returns

which operates Pilot and Flying J travel centers, is buying a stake in autonomous truck startup Kodiak Robotics Inc. Tax private jet travel. papers.ssrn.com) Putting some numbers on the effect of employer vaccine mandates. theconversation.com) Communicating about viral transmission is no easy feat.

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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. Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client.

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Weekly Market Insights – November 20, 2023

Cornerstone Financial Advisory

1,2,3 Stocks March Higher A better-than-anticipated consumer inflation number on Tuesday sent bond yields sharply lower, igniting a powerful, exceptionally broad-based rally that saw 91% of all New York Stock Exchange volume advancing in price and a similarly substantial advance (85%) on the NASDAQ. .”

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NOW 2016 | Hope vs. Fear: Winning the Hearts and Minds of Arab Youth

Brown Advisory

Consequently, the younger population has splintered—a small number of terrorists make up one extreme, and a small number of entrepreneurs pursue their ambitions on the other extreme. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.