Harness Wealth

OCTOBER 23, 2023

Accounting advisory services are a suite of strategic planning offerings that extend beyond the realm of traditional tax return preparation and filing. While there may be some overlap, accounting advisory services should not be mistaken for traditional financial planning or for Client Accounting Services (CAS).

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Good Financial Cents

DECEMBER 14, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Employment numbers for Financial Managers are expected to rise by 17% over the next decade, faster than the average for all occupations. Insurance Advisor.

Compliance 87

Compliance Budgeting Accounting Insurance 87

Good Financial Cents

AUGUST 12, 2023

Understanding these rules or consulting a tax professional is vital to maximizing after-tax returns and compliance with tax laws. Whether it’s investment in different market sectors, rental properties across various locations, or a mix of bonds and stocks, diversification is a fundamental risk management strategy in financial planning.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58