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

BlueMind

MARCH 10, 2022

Related Read: Reducing Compliance Risk with Technology. E-Docs Ensures Compliance and Increased Security Following regulatory compliance is an extremely important matter for you as an advisor. Any suspicious records or compliance concerns could mean fines, license suspensions, and even jail time.

Compliance 52

Compliance Electronics Financial Advisor Clients 52

Harness Wealth

FEBRUARY 20, 2024

CPAs are licensed by state boards of accountancy in the state where they practice. Once licensed, CPAs work in various settings including public accounting firms, corporate finance departments, and other financial companies offering services that span tax preparation and planning, auditing, and financial strategy.

Taxes 52

Taxes License Education Tax Planning 52

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Compliance 162

Compliance Clients Wealth Management Management 162

Harness Wealth

FEBRUARY 4, 2025

Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. For VC and startup investments, platforms such as AngelList and Hiive offer solutions to individual investors. Eligibility: Usually requires accredited investor status.

Taxes 52

Taxes Investments Investing Startup 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. RITHOLTZ: So this is in pouring money into startups like venture does. KLINSKY: Right.

Investments 263

Investments Investing Numbers Banking 263

The Big Picture

SEPTEMBER 5, 2023

And so it’s become more and more heated to the point where the appraisal subcommittee, which is allowed to monitor and review the appraisal foundation, the appraisal foundation is basically to maintain the verbiage of our license, our certification, what we’re supposed to do. RITHOLTZ: 44, I mean, it’s there for the taking.

Sales 130

Sales Numbers Marketing Marketing 130