Compliance Numbers Strategic Planning 
Good Financial Cents
DECEMBER 14, 2022
Bureau of Labor Statistics, employment numbers for Financial Managers are expected to rise by 17% over the next decade , faster than the average for all occupations. Employment numbers for Financial Managers are expected to rise by 17% over the next decade, faster than the average for all occupations. Chief Compliance Officer.
Harness Wealth
NOVEMBER 27, 2023
Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client. Client Accounting Services are a comprehensive set of offerings provided by accounting firms to assist both individual and business clients in both compliance matters and day-to-day financial management.
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Harness Wealth
MAY 12, 2025
The numbers paint a stark picture, with approximately 340,000 fewer accountants working today compared to just five years ago (Bloomberg). Declining number of graduates Adding to the CPA shortage is a dramatic decline in the number of students pursuing accounting degrees.
Harness Wealth
APRIL 30, 2025
Strategic planning around holding periods becomes essential, as assets held for longer than one year qualify for preferential long-term capital gains rates. Setting up an ESOP requires careful planning and the guidance of specialized advisors to navigate complex regulations and maximize available tax benefits.
Harness Wealth
MAY 2, 2025
However, navigating the tax landscape for an LLC can be complex, as it involves various filing requirements, tax benefits, and strategic planning opportunities. This default classification can vary depending on the number of members. Understanding these requirements is essential to maintaining compliance and avoiding penalties.
Harness Wealth
MAY 2, 2025
However, navigating the tax landscape for an LLC can be complex, as it involves various filing requirements, tax benefits, and strategic planning opportunities. This default classification can vary depending on the number of members. Understanding these requirements is essential to maintaining compliance and avoiding penalties.
Midstream Marketing
AUGUST 13, 2024
Because of new rules and compliance needs, financial advisors must make sure their marketing activities meet industry standards. Pay attention to the important numbers and make changes if needed. Some of these KPIs include website traffic, the number of leads you generate, costs to get new clients, and conversion rates.
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