Compliance, License and Strategic Planning

All the Tax Benefits You Need for Your Small Business

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. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

Taxes

Taxes Tax Planning Professional Services Planning

Transcript: Mike Green, Simplify Asset Management

The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. We were one of the last to get what’s called a value added license to the compus stat database. So any compliance people listening, I’m just spitballing here. That’s Barry saying it.

Assets

Assets Management Portfolio Taxes

Financial Advisor Source

All the Tax Benefits You Need for Your Small Business

Transcript: Mike Green, Simplify Asset Management

Webinars

Stay Connected