Harness Wealth

MAY 18, 2025

Navigating these forms correctly is essential to ensure compliance and to maximize any potential refunds or minimize liabilities. It is important to review these requirements annually to ensure compliance and avoid penalties for failure to file when required. Extensions can be requested, moving the filing deadline to October 15th.

Taxes 52

Taxes Electronics Tax Planning Compliance 52

Harness Wealth

MAY 14, 2025

This reduces errors and helps the state collect the appropriate amount of revenue to fund public services such as education, healthcare, and infrastructure. Understanding which form applies to your situation is critical to ensure compliance and avoid penalties. Who Needs to File Hawaii Taxes?

Taxes 52

Taxes Tax Planning Medical Consulting 52

Harness Wealth

MAY 17, 2025

Delawares tax system has unique features that distinguish it from federal tax filing, and knowing these differences will help you avoid common pitfalls and ensure compliance with state laws. It is important to review the current years guidelines to ensure compliance. Income thresholds for filing vary depending on filing status and age.

Taxes 52

Taxes Tax Planning Electronics Compliance 52

Harness Wealth

MAY 18, 2025

By requiring specific forms, Utah can enforce compliance and reduce errors that might arise if federal forms were used exclusively. Understanding which forms apply to your filing situation is essential to ensure compliance and avoid penalties. Who Needs to File Utah Taxes?

Taxes 52

Taxes Commission Electronics Compliance 52

Good Financial Cents

DECEMBER 19, 2022

When you actually do the math, traditional braces or Invisalign can easily cost $24,000 or more for four kids! That’s not quite as much as a college education, but it’s still an expense that needs to be planned far in advance. With proper care and compliance, though, Invisalign can give you a beautiful, straight smile.

Insurance 84

Insurance Planning Medical Accounting 84

The Big Picture

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. They work very hard when I was growing up to give me like a really good education. BERRUGA: Yeah.

Clients 159

Clients Investing Investments Management 159

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. SEIDES: That allows you to make charitable bets based on long-term educational beliefs. What was interesting was I had said to him, “Well, let’s make this really educational. And at the time, I was managing Protege Partners as a hedge fund of funds.

Management 130

Management Investing Investments Government 130

The Big Picture

JUNE 27, 2023

And so it’s one of these things that math works. And that together, if you could do that through job training, through education, through support systems, and we do that also, we have, try to use technology to help that to put people on a path of a better life. So we’ve done two things at Math for America.

Math 146

Math Risk Management Marketing Marketing 146

The Big Picture

JANUARY 21, 2025

He also worked as director of financial Education at, at Citigroup. And even before I went to Cambridge, I actually spent eight months working for a little suburban newspaper outside of Washington DC and in many ways it was the most fun and the most educational experience I had in journalism. He wrote over a thousand columns.

Investing 146

Investing Investments Retirement Management 146

The Big Picture

MARCH 27, 2023

There are a ton of expenses, and they’re getting higher with compliance and marketing and reporting and investor relationship, et cetera. MIELLE: And they’re incentivized to advise you to put your money with the safe first, all-in-one shopping, you know, very well staffed compliance-wise, investor relation-wise companies.

Assets 283

Assets Investing Investments Management 283

Sara Grillo

JUNE 17, 2024

The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t prepared to do the math required to know the truth. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Insurance 59

Insurance Financial Advice Math Compliance 59

The Big Picture

SEPTEMBER 10, 2024

Now, I, I feel like we educated the street in many ways going back 15, 20 years ago about this rate of change analysis going back to the early two thousands. So that’s the math. You have to get compliance. Mine has always been based on rate of change analysis. That we’re gonna introduce like, what is this?

Valuation 159

Valuation Clients Investing Investments 159

Sara Grillo

JUNE 12, 2023

Quick math: If you have $1.828 million in the bank. And , you have to do the math by hand. Now, quick math, if you have 128 million in the bank in your Christmas or Hannukah Club, and the bank is going to credit you 5% on your money 0:18:18.4 There is an admin charge of about $49k. There is an insurance charge of about $246k.

Insurance 59

Insurance Clients Financial Advisor Math 59

The Big Picture

JANUARY 24, 2023

RITHOLTZ: So it’s different math then I need 100x winner versus 99? RITHOLTZ: So I know we’re not going to talk about performance and returns because of the normal compliance headaches. And the first is, you set up the Modern States Education Alliance to look for solutions to the high cost of college education.

Investing 262

Investing Investments Numbers Banking 262

The Big Picture

FEBRUARY 13, 2023

Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. Healthcare, education, not hugely cyclical, not interest rate sensitive. RIEDER: Thanks. RIEDER: Right.

Economy 146

Economy Numbers Marketing Marketing 146

The Big Picture

JULY 29, 2024

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. We need to educate and attract talent to the industry. That’s right. So tell us a little bit about that.

Clients 146

Clients Portfolio Financial Advisor Investing 146

The Big Picture

MAY 21, 2024

I’m kind of in intrigued by the idea of philosophy and math. So I found myself getting kind of bored with my math problem sets, and then I could shift to philosophy and then go back and forth. And so I went to business school, I decided to go to business school, get that formal education. What was the career plan?

Numbers 146

Numbers Banking Management Marketing 146

The Big Picture

NOVEMBER 25, 2024

And I, and I really like the application of math and statistics and computer science to markets. Let me see if I can go to grad school, continue this education. You know, you run an RIA, the SEC just comes knocking every once in a while to say, Hey, just wanna make sure the compliance program’s all set up.

Portfolio 146

Portfolio Management Assets Marketing 146

The Big Picture

JUNE 3, 2024

And so I, and I don’t mean attending class for your own education, but I meant if you want to teach, you have to go to the local schools, Jeffrey Sherman : Order a course, watch a teacher, do what you’re studying to do and say, Hey, is this for me? The, the math came easier. And I really hated physics, really.

Math 146

Math Marketing Marketing Engineering 146