MazumaBusinessAccounting

MAY 31, 2022

Have you ever wondered how long to keep important financial records such as receipts, bank statements, and credit card bills? You will need proof of payments and any business financial activity in case of disputes, identity theft, or fraud. You’re not alone! Why should you keep some items permanently? Mazuma Can Help!

Certification 98

Certification Taxes Medical Electronics 98

WiserAdvisor

FEBRUARY 21, 2023

Educate the elderly on ways to protect and defend themselves Educating the elderly on the warning signs of financial abuse is the first step in eradicating such disputes. As a result, they may not always be able to spot abuse and report it. It can also ensure that their future beneficiaries are not stuck in legal hassles and disputes.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

Clever Girl Finance

NOVEMBER 16, 2022

It's important to keep the below guidelines from the IRS in mind as it relates to your tax returns: Tax refunds or credits. Whichever is later if you file a claim for credit or refund after you file your return. Fraudulent reports. Keep records indefinitely if you file a fraudulent return report. Expired credit cards.

Certification 87

Certification Taxes Insurance Banking 87

Harness Wealth

FEBRUARY 20, 2024

Education and Employment Typically, a CPA has earned a bachelor’s degree, has completed 150 hours of education credit, and has passed the Uniform Certified Public Accountant Examination , administered by the American Institute of Certified Public Accountants (AICPA). Many states require continuing education to remain current on tax law.

Taxes 52

Taxes License Education Tax Planning 52

Good Financial Cents

AUGUST 29, 2022

Your credit score is a three-digit figure that gives lenders an idea of your overall credit health, and this metric can be a lot more important than people realize. Good credit can also help you secure a mortgage or the best auto loans, whereas a bad credit score can prevent you from qualifying at all. Ads by Money.

Accounting 74

Accounting Commission Numbers 74

Cornerstone Financial Advisory

FEBRUARY 27, 2023

This Week: Companies Reporting Earnings Monday: Workday, Inc. Companies may reschedule when they report earnings without notice. An authorized representative can represent you in interviews, audits, appeals, and tax collection disputes with the IRS and in court. The forecasts also are subject to revision.

Economics 59

Economics Taxes Investment Advisor Investing 59

Harness Wealth

MARCH 5, 2024

A small business tax advisor may charge $2,000 to prepare and file taxes for a newly created startup that qualifies for a range of tax deductions and credits. They often work on more complex legal tax matters involving legal disputes and audits, estate planning, or business tax intricacies.

Taxes 52

Taxes Tax Planning Ethics Education 52

Brown Advisory

FEBRUARY 15, 2019

Later in the year, markets became anxious about other topics, such as a potential economic slowdown, a new level of dysfunction in Washington (including unusual executive challenges to the Fed's independence and an extended partial government shutdown), and escalating trade disputes between the U.S. economy.

Valuation 52

Valuation Clients Portfolio Investing 52

The Big Picture

JANUARY 9, 2024

There have been m and a deals where like there’s been some dispute about whether some deal had to close and like where you could be like, oh, this is how merger agrees work. This is how remedies work and merger disputes, right? Like merger dispute, you know, remedies in, in, in, in merger contracts.

Retail 130

Retail Banking Math Management 130

The Big Picture

FEBRUARY 13, 2023

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. Then I ran our credit business across emerging markets, money markets, loans, preferreds. And you know, I still to this day, you know, being in credit, I think people underestimate. And you know, I love markets.

Economy 140

Economy Numbers Portfolio Marketing 140

Brown Advisory

JULY 1, 2016

A May 2016 report ominously entitled Diminishing Returns: Why Investors May Need to Lower Their Expectations , by the McKinsey Global Institute, addresses this issue. According to the report, annual inflation-adjusted U.S. Assumptions about future returns are often made on the basis of long-term historical figures.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

A May 2016 report ominously entitled Diminishing Returns: Why Investors May Need to Lower Their Expectations , by the McKinsey Global Institute, addresses this issue. According to the report, annual inflation-adjusted U.S. Assumptions about future returns are often made on the basis of long-term historical figures.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

DECEMBER 12, 2023

He kept the annual reports of the companies in a library. They eliminate the poor credit, the the bad risk reward relationships. They had a dispute with the government where the government claimed that they were overbilling on some cases. And he also used a thing called Value Line. 00:47:27 [Speaker Changed] Sure.

Management 256

Management Investing Investments Retail 256

The Big Picture

MARCH 21, 2023

And to his credit and my relief, he said, if it’s in the data, write the paper, and he was very supportive of the paper. A 10-year forecast, let’s say value has power and that’s even disputable, but we believe it does, to tell you is this going to be a better or worse than normal 10 years going forward. RITHOLTZ: But?

Valuation 158

Valuation Investing Investments Numbers 158

The Big Picture

APRIL 25, 2023

She had her broker at Merrill Lynch, and she put in front of me a stack of annual reports. HAMBURGER: Right, and so she puts these annual reports, and she said, I want you to look at the management and the board of directors, and I want you to tell me what they have in common. She was an investor. She loved stocks. RITHOLTZ: Right.

Compliance 150

Compliance Wealth Management Clients Management 150

The Big Picture

OCTOBER 3, 2023

Typically when you’re in the C O O President slot, you have subordinates reporting to you from different divisions. 00:36:31 I remember getting a phone call at, you know, like six o’clock at night from a very large private equity firm that, that also ran a big credit fund. And sometimes that leads to disputes.

Taxes 265

Taxes Banking Clients Management 265

Aleph

MARCH 18, 2023

Picture Credit: David Merkel, with an assist from the YouImagine AI image generator || Twitter birds run by a bank run Financial Regulation and Policy Dodd Frank Was Never Gutted – It Was Barely Touched [link] Interesting sidelights on how little Dodd-Frank got changed Mar 18, 2023 Banks borrowed a combined $164.8 link] Good article.

Banking 59

Banking Government Budgeting Insurance 59