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’re not alone! Rather than keep everything forever and let the stacks of paper reach the ceiling, develop an organized system of keeping receipts for the recommended amount of time. Remember, the IRS recommends keeping tax-related documents for at least six years.
Brown Advisory
MAY 31, 2022
2021 Impact Report: Sustainable Core Fixed Income Strategy ajackson Tue, 05/31/2022 - 13:10 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges.
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Harness Wealth
MAY 31, 2022
Using Equity Tax Insights from Harness Wealth. Whether you’re making $50,000 or $5,000,000 of W-2 income, there are only so many actions you can take to dramatically change your tax burden. With company equity, the tax treatment of those profits can be radically different. We built Equity Tax Insights to help startup employees better navigate these big choices.
Brown Advisory
MAY 31, 2022
2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges.
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
Harness Wealth
MAY 31, 2022
See the big picture with your Personal Balance Sheet. Management guru Peter Drucker is often cited for advocating that “you can’t improve what you don’t measure.” When it comes to personal finance, this mantra is also largely true. It’s nearly impossible to make the most profitable investment and financial planning decisions without having a comprehensive view of your assets and liabilities.
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Steve Sanduski
MAY 31, 2022
Your business may not be for sale, but it should always be salable. According to a 2019 study by J.D. Power , the average age of a financial advisor is 55; approximately one-fifth of advisors are 65 and older. If you’re within 5 – 7 years of exiting the business, succession planning should be one of your key strategic initiatives. Paul Blease advises that preparing to sell your practice is a process of analysis and optimization that requires a multi-year runway.
WiserAdvisor
MAY 31, 2022
Financial frauds are more common than you think. Most often, until someone has been a victim of financial fraud, they fail to recognize the growing intensity of these crimes. However, the numbers tell a different story. According to the Federal Trade Commission (FTC), in 2021, American consumers lost over $5.8 billion because of fraud, which is nearly $3.4 billion higher than the 2020 estimate.
Brown Advisory
MAY 31, 2022
2021 Impact Report: Sustainable Core Fixed Income Strategy. ajackson. Tue, 05/31/2022 - 13:10. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges. .
MainStreet Financial Planning
MAY 31, 2022
“MainStreet Chalk Talk”. The MainStreet Financial Planning Discussion Club. When: Tuesday 6-21-22 at 3pm Eastern; 12pm Pacific. ~30-45 minutes. Recorded and able to retrieve for one week. How : Zoom Meeting, Free to ongoing clients; $10 for guests. Email: Info@mainstreetplanning to get a copy. Tax Planning: Things to work on before year-end. Hosted by: Vida Jatulis and Meggan Orenstein.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Brown Advisory
MAY 31, 2022
2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. ajackson. Tue, 05/31/2022 - 15:22. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges. .
Inside Information
MAY 31, 2022
I’m writing a new version of the Custodial Alternatives white paper, which profiles some less-well-known options that advisory firms caught up in the Schwabitrade acquisition, or firms that are suffering long hold times, could consider. In that context, I’m also thinking about how digital onboarding is becoming more seamless and, if Nest Wealth is a harbinger of things to come (see previous article), much more convenient for advisors and clients to navigate.
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