Harness Wealth

APRIL 17, 2025

Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations. 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

Midstream Marketing

NOVEMBER 6, 2024

Explain how to manage your retirement funds and pay for healthcare. It is important to manage compliance and regulatory issues well. Addressing Compliance and Regulatory Concerns Financial services work in a field that has many rules. Don’t give financial advice without the proper licenses.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Brown Advisory

JANUARY 1, 2023

The business has progressed during the past three years as a result of strategic objectives on business digitisation, continued investment into the Premier Agency sales model, and expansion within mainland China through new provincial license approvals. In China alone, we believe AIA still has meaningful growth opportunities.

Investments 52

Investments Investing Valuation Clients 52

The Big Picture

JANUARY 24, 2023

RITHOLTZ: — and having the guy — the attendant asked me, do you have an even number or odd number license plate? RITHOLTZ: My answer was, I’m 11, I don’t have a license plate, just give the kid a gallon of gas. KLINSKY: Right. RITHOLTZ: So talk about building New Mountains in 2019. KLINSKY: Yeah.

Investments 262

Investments Investing Numbers Banking 262

The Big Picture

SEPTEMBER 5, 2023

The focus seems to be on other institutions that create employment like healthcare, medical, tech, medical type services. You can certainly see in housing prices that there’s, even with all the building that’s going on, there’s inadequate supply. Like the appraisal subcommittee, which basically provides no oversight.

Sales 130

Sales Numbers Taxes Marketing 130

Harness Wealth

MARCH 25, 2025

The demanding work environment of modern healthcare professionals can leave little time to manage the often complex tax arenas that accompany it. Deductible expenses for NPs and PAs also include credential fees, renewals of state licenses, and national certifications. Once again, accurate record-keeping is vital.

Medical 52

Medical Taxes Tax Planning Education 52