MazumaBusinessAccounting
JUNE 18, 2021
If you’re wondering, “How many years can I take a loss on my business?” then you’re probably reaching a point where you’ve been claiming too many losses on your taxes. The Internal Revenue Service (IRS) only allows your business to be in the negative for a certain number of years before it declassifies it as a business.
Cordant Wealth Partners
JUNE 8, 2021
In this article, we will review everything you need to know about your Employee Stock Purchase Plan (ESPP), including how it works, how it is taxed, and how to incorporate it into your overall wealth building strategy. And, if you’re wondering how your ESPP compares to other employer plans, check out our article on that topic. If I offer to sell you a nice, crisp $100 bill for $85, would you buy it?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
C2P Enterprises
JUNE 30, 2021
Are you nervous about asking your clients for referrals? Does it make you feel uncomfortable or pushy to approach the subject? What if we told you there was a process to get your clients telling you if they’d like to make a referral? No more nerves; no more uneasiness. In our latest episode of the [.]. The post How to Turn Happy Clients into Your Best Referral Sources appeared first on Clarity 2 Prosperity.
Tucker Advisors
JUNE 28, 2021
How to Track Your Direct Mail Campaign Digitally. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Follow Follow Follow Follow Follow Follow. Table of Contents . Click the links below to jump to a page section specific to your needs. “What gets measured gets improved” How to track direct mail. What are my options: Tracking Links.
Advertisement
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.
Steve Feinberg
JUNE 25, 2021
What everyone should know. The American Rescue plan signed in March, 2021 requires the IRS to pay out ½ of enhanced Child Tax Credits (CTC) to eligible taxpayers beginning this month. A tall order, and one filled with land mines. If you have children or know of anyone who has children, here is how you can help: What’s happening now. IRS web-sites. The IRS is establishing two web sites.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
MazumaBusinessAccounting
JUNE 30, 2021
There are many obvious perks that come with owning your own business, including setting your own schedule, being your own boss, and having control over your career. But there are also many tax benefits business owners can take advantage of to maximize their profits. Here’s a quick guide that covers important tax deductions for your business. What Will a Deduction Save Me?
Indigo Marketing Agency
JUNE 16, 2021
Did you know the topic you choose for your webinar is the most important factor determining its success? Do you need webinar topic ideas? First of all, congratulations! You’ve decided that a webinar is just what you need to warm up prospects and convert them into clients. But now the big question is: Which webinar topic do you choose? There’s a lot of pressure weighing on this decision.
Mauldin Economics
JUNE 11, 2021
There is an inflationary connection among energy, housing, and wages. Louis Gave, co-founder and CEO of Gavekal Research, recently said that most economic activity is simply transformed energy of one sort or another. Modern economies developed as we found more efficient energy sources, moving from coal to oil to natural gas and nuclear. Now we want to transition from carbon to renewables like solar and wind.
MazumaBusinessAccounting
JUNE 4, 2021
Whether you know it or not, you could be leaving hundreds—even thousands—of dollars on the table by missing a few lesser-known small business tax deductions. Entrepreneurs often miss some small business deductions they could qualify for because they didn’t keep accurate records throughout the year, or they shy away from the complications of itemizing each expense.
Advertisement
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
JUNE 16, 2021
Small Caps: The Big Picture ajackson Wed, 06/16/2021 - 08:44 With record 94.8% returns over the past 12 months—the second best in the history of the Russell 2000 ® Index—and on the heels of one of the worst quarters since inception in 1984 (-30.6% return in the first quarter of 2020), U.S. small-caps continue to attract attention from market participants around the globe.
Brown Advisory
JUNE 16, 2021
Global Leaders Investment Letter: Software is Eating the World. jharrison. Wed, 06/16/2021 - 05:37. Just want the PDF? Download it here >. The Global Leaders strategy passed its sixth anniversary on May 1 and we would like to thank our co-investors and all those who have supported, challenged and helped us along the journey so far. It’s a marathon not a sprint and like all those on a life-long odyssey we rely on a good team around us both professional and personal.
Brown Advisory
JUNE 16, 2021
Small Caps: The Big Picture. ajackson. Wed, 06/16/2021 - 08:44. With record 94.8% returns over the past 12 months—the second best in the history of the Russell 2000 ® Index—and on the heels of one of the worst quarters since inception in 1984 (-30.6% return in the first quarter of 2020), U.S. small-caps continue to attract attention from market participants around the globe.
Brown Advisory
JUNE 15, 2021
Help wanted: May jobs report may shed light on the labor shortage, Fed policy and inflation ajackson Tue, 06/15/2021 - 13:18 The latest monthly jobs report may offer investors clues into key market themes including a potential labor shortage, the next steps for the Federal Reserve and what it might mean for inflationary pressures. (Please see our latest report Inflation in the U.S.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Brown Advisory
JUNE 15, 2021
Help wanted: May jobs report may shed light on the labor shortage, Fed policy and inflation. ajackson. Tue, 06/15/2021 - 13:18. The latest monthly jobs report may offer investors clues into key market themes including a potential labor shortage, the next steps for the Federal Reserve and what it might mean for inflationary pressures. (Please see our latest report Inflation in the U.S.
Brown Advisory
JUNE 11, 2021
The Human Side of Investing: A Conversation with Morgan Housel jharrison Fri, 06/11/2021 - 06:20 At Brown Advisory, understanding human behaviour is integral to our investment process. That’s why two of our portfolio managers, Ali Bayler, CAIA , and Mick Dillon, CFA , were delighted to have a conversation about the human side of investing with Morgan Housel, a writer noted for his ability to step back and see what really matters in the investment world.
Mauldin Economics
JUNE 11, 2021
New guidance from the Centers for Disease Control and Prevention guidance says the 43% of Americans who are fully vaccinated can safely stop masking most of the time. But the CDC also says masking should continue in healthcare facilities, on planes and other public transport, and in businesses that require them. And masks are still recommended for the unvaccinated population—which (for now) still includes almost all children under age 12.
Mauldin Economics
JUNE 11, 2021
According to some analysts, higher inflation is on its way. Americans will spend like crazy and drive prices higher as the pandemic recedes. That’s the theory. It may be right, for a while, but we also have other problems. For one, the pandemic hasn’t ended; it’s simply become optional. Most US adults can now “opt out” by getting vaccinated.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
Mauldin Economics
JUNE 11, 2021
According to some business owners and Wall Street pundits, US employers can’t hire enough people because unemployment benefits are too high. We’re paying people not to work, they say. Certainly, some people who could work are milking the system. That’s sad, but is it the only reason all those jobs are unfilled? Probably not. Nonetheless, several governors have decided to end the federally funded enhanced benefits.
Brown Advisory
JUNE 11, 2021
The Human Side of Investing: A Conversation with Morgan Housel. jharrison. Fri, 06/11/2021 - 06:20. At Brown Advisory, understanding human behaviour is integral to our investment process. That’s why two of our portfolio managers, Ali Bayler, CAIA , and Mick Dillon, CFA , were delighted to have a conversation about the human side of investing with Morgan Housel, a writer noted for his ability to step back and see what really matters in the investment world.
Mauldin Economics
JUNE 10, 2021
James Bianco, president of Bianco Research, thinks most of the near-term inflation he foresees will be demand-driven. The fact that a lot of people have a lot of spending money will push prices even higher. At Mauldin Economics' 2021 Strategic Investment Conference, he posed the question: Where did this cash come from? Check out this chart. Source: Bianco Research The blue line shows the percentage of personal income from government transfer payments.
Mauldin Economics
JUNE 9, 2021
Not all inflation is created equal. Peter Boockvar, CIO at Bleakley Advisory Group, has his finger on the economy’s pulse. And for the last year or so, he’s felt an inflationary heartbeat. Peter, who is the author of The Boock Report , in which he flash-analyzes the latest economic data in handy bite-size multiple emails per day, makes an important distinction between goods inflation and services inflation.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!
Brown Advisory
JUNE 2, 2021
Income and Impact: Peeling Back the Labels in Labeled Bonds ajackson Wed, 06/02/2021 - 12:04 For investors focused on sustainability, labeled bonds can represent a powerful opportunity to pursue positive environmental or social change while also earning attractive fixed income returns. However, with the tremendous growth in the labeled bond market and the proliferation of new and innovative financing structures, it has become all the more critical to conduct in-depth due diligence in order to en
Brown Advisory
JUNE 2, 2021
Income and Impact: Peeling Back the Labels in Labeled Bonds. ajackson. Wed, 06/02/2021 - 12:04. For investors focused on sustainability, labeled bonds can represent a powerful opportunity to pursue positive environmental or social change while also earning attractive fixed income returns. However, with the tremendous growth in the labeled bond market and the proliferation of new and innovative financing structures, it has become all the more critical to conduct in-depth due diligence in order to
Brown Advisory
JUNE 1, 2021
Women’s Listening Tour ajackson Tue, 06/01/2021 - 17:11 The role women play in financial and investment decision-making is significant – women are starting more businesses, leading more companies and inheriting increasing levels of wealth from spouses and parents. Yet, we still hear that many women continue to struggle with engagement by, and in, the financial services industry.
Brown Advisory
JUNE 1, 2021
Women’s Listening Tour. ajackson. Tue, 06/01/2021 - 17:11. The role women play in financial and investment decision-making is significant – women are starting more businesses, leading more companies and inheriting increasing levels of wealth from spouses and parents. Yet, we still hear that many women continue to struggle with engagement by, and in, the financial services industry.
Speaker: Lynnette Khalfani-Cox, The Money Coach®
Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services. How can you better connect with these consumers?
Brown Advisory
JUNE 1, 2021
ISAs – should U.S. taxpayers living in the U.K. use them? jharrison. Tue, 06/01/2021 - 09:25. U.S. citizens are in the unenviable position of being taxed on their worldwide income and gains. This simple fact causes many challenges for Americans when making seemingly simple financial decisions. Understanding the key pain points and questions to ask along the way can make all the difference.
Indigo Marketing Agency
JUNE 9, 2021
If you’re one of our current clients, then you’ve probably had the privilege of working with Heidi Wilson—one of our superstar Account Managers. Heidi is an incredible asset to our team and spends a great deal of her time working with financial advisors, helping them tell their stories and answer their questions. But what you may not know is that Heidi’s mom was actually a financial advisor, which is what inspired her to start a career in this industry.
Brown Advisory
JUNE 8, 2021
Treasury “Green Book” and Budget release gives more detail on Biden’s tax policy plans ajackson Tue, 06/08/2021 - 11:49 On May 28th, the Biden administration released its 2022 budget and the Treasury “Green Book” which detailed the tax proposals that were included in the plans published by the White House earlier this year. The details confirm that tax policies will focus on targeting large corporations and high income individuals for increases that will support tax relief and programs for middl
Expert insights. Personalized for you.
105 
Let's personalize your content